Integrated Wealth Concepts LLC
Position in LVHD — Franklin U.S. Low Volatility High Dividend Index ETF
CIK 1737109
WALTHAM, MA
All Filings in LVHD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHD | $848,646 | 19,940 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 LVHD | $777,140 | 19,486 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 LVHD | $806,956 | 19,520 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 LVHD | $730,249 | 17,824 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 LVHD | $752,316 | 19,612 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 LVHD | $799,007 | 19,622 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 LVHD | $747,196 | 20,858 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 LVHD | $782,702 | 21,246 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 LVHD | $787,522 | 21,665 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 LVHD | $759,487 | 22,417 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 LVHD | $813,120 | 22,174 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 LVHD | $700,640 | 18,794 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 LVHD | $660,678 | 17,368 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 LVHD | $535,287 | 15,670 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||