Principle Wealth Partners LLC
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 1743413
MADISON, CT
All Filings in LVHI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $3,900,596 | 96,216 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 LVHI | $3,460,159 | 93,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 LVHI | $3,265,283 | 93,965 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 LVHI | $3,058,430 | 93,961 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 LVHI | $3,050,322 | 94,233 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 LVHI | $3,016,688 | 98,843 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 LVHI | $2,812,771 | 90,501 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 LVHI | $2,778,542 | 93,743 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LVHI | $2,398,927 | 80,555 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 LVHI | $2,159,416 | 78,070 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 LVHI | $1,821,158 | 66,807 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||