Concurrent Investment Advisors, LLC
Position in LVHD — Franklin U.S. Low Volatility High Dividend Index ETF
CIK 2001015
Tampa, FL
All Filings in LVHD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHD | $333,670 | 7,840 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 LVHD | $313,711 | 7,866 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 LVHD | $358,996 | 8,684 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 LVHD | $458,908 | 11,513 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 LVHD | $273,556 | 6,677 | Shares | Sole | 2025-04-29 | |
| 2024-03-31 LVHD | $298,404 | 8,100 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 LVHD | $426,530 | 11,734 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||