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Synergy Asset Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Synergy Asset Management’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-986
Closed -$30.6K – 517
2024
Q4 		$30.6K Buy
+986
New +$30.5K ﹤0.01% 323

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Asset Management's LVHI Position: Q1 2025 in Review

Synergy Asset Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2025, closing a stake of 986 shares — an estimated $30.6K sold.

Synergy Asset Management first reported a position in LVHI in Q4 2024 and held it in 1 quarter. The position peaked at $30.6K in Q4 2024. 212 funds tracked by Wall St. Rank hold LVHI as of Q1 2025.

  • Synergy Asset Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 986 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $30.6K.
  • Synergy Asset Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $30.6K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.