WETHERBY ASSET MANAGEMENT INC
Position in LVHD — Franklin U.S. Low Volatility High Dividend Index ETF
CIK 1279627
San Francisco, CA
All Filings in LVHD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 LVHD | $636,966 | 15,408 | Shares | Other | 2025-11-14 | |
| 2025-06-30 LVHD | $626,120 | 15,708 | Shares | Other | 2025-08-14 | |
| 2024-12-31 LVHD | $602,558 | 15,708 | Shares | Other | 2025-02-14 | |
| 2024-09-30 LVHD | $639,629 | 15,708 | Shares | Other | 2024-11-14 | |
| 2024-06-30 LVHD | $562,707 | 15,708 | Shares | Other | 2024-08-14 | |
| 2024-03-31 LVHD | $578,682 | 15,708 | Shares | Other | 2024-05-15 | |
| 2023-12-31 LVHD | $570,985 | 15,708 | Shares | Other | 2024-02-14 | |
| 2023-09-30 LVHD | $532,187 | 15,708 | Shares | Other | 2023-11-14 | |
| 2023-06-30 LVHD | $576,012 | 15,708 | Shares | Other | 2023-08-14 | |
| 2023-03-31 LVHD | $585,594 | 15,708 | Shares | Other | 2023-05-12 | |
| 2022-12-31 LVHD | $597,532 | 15,708 | Shares | Other | 2023-02-14 | |
| 2022-09-30 LVHD | $536,585 | 15,708 | Shares | Other | 2022-11-14 | |
| 2022-06-30 LVHD | $591,720 | 15,708 | Shares | Other | 2022-08-15 | |
| 2022-03-31 LVHD | $623,450 | 15,708 | Shares | Other | 2022-05-16 | |
| 2021-12-31 LVHD | $628,948 | 15,708 | Shares | Other | 2022-02-14 | |
| 2021-09-30 LVHD | $565,330 | 15,708 | Shares | Other | 2021-11-15 | |
| 2021-06-30 LVHD | $573,027 | 15,708 | Shares | Other | 2021-08-16 | |
| 2021-03-31 LVHD | $549,073 | 15,708 | Shares | Other | 2021-05-14 | |
| 2020-12-31 LVHD | $509,410 | 15,708 | Shares | Other | 2021-02-11 | |
| 2020-09-30 LVHD | $465,270 | 15,708 | Shares | Other | 2020-12-16 | |
| 2020-06-30 LVHD | $452,044 | 15,708 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 LVHD | $404,795 | 15,708 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||