Steward Partners Investment Advisory, LLC
Position in LVHD — Franklin U.S. Low Volatility High Dividend Index ETF
CIK 1723397
STAMFORD, CT
All Filings in LVHD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHD | $53,200 | 1,250 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 LVHD | $49,852 | 1,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 LVHD | $51,675 | 1,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 LVHD | $49,825 | 1,250 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 LVHD | $51,212 | 1,250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 LVHD | $70,966 | 1,850 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 LVHD | $111,980 | 2,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 LVHD | $105,677 | 2,950 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 LVHD | $116,046 | 3,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 LVHD | $125,407 | 3,450 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 LVHD | $113,498 | 3,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 LVHD | $195,084 | 5,320 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 LVHD | $143,528 | 3,850 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 LVHD | $142,650 | 3,750 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 LVHD | $128,100 | 3,750 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 LVHD | $141,262 | 3,750 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 LVHD | $148,837 | 3,750 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 LVHD | $150,150 | 3,750 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 LVHD | $140,361 | 3,900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 LVHD | $142,272 | 3,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 LVHD | $196,062 | 5,609 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 LVHD | $220,524 | 6,800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 LVHD | $207,340 | 7,000 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 LVHD | $215,835 | 7,500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 LVHD | $193,275 | 7,500 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||