Insight Wealth Strategies, LLC
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 1749914
SAN RAMON, CA
All Filings in LVHI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $25,379,175 | 626,028 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 LVHI | $21,913,717 | 595,158 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 LVHI | $20,363,847 | 586,010 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 LVHI | $23,397,721 | 718,824 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 LVHI | $23,269,595 | 718,863 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 LVHI | $18,535,589 | 607,326 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 LVHI | $18,210,953 | 585,938 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 LVHI | $12,976,895 | 437,817 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 LVHI | $12,664,600 | 425,272 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||