Triad Wealth Partners, LLC
Position in LVHD — Franklin U.S. Low Volatility High Dividend Index ETF
CIK 2012717
LAWRENCE, KS
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 | $2,657,105 | 62,432 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 LVHD | $1,868,591 | 46,853 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 LVHD | $1,518,294 | 36,727 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 LVHD | $1,051,626 | 26,383 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 LVHD | $898,144 | 21,922 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 LVHD | $594,810 | 15,506 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 LVHD | $145,011 | 4,048 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||