Montis Financial, LLC
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 1844314
WALTHAM, MA
All Filings in LVHI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $6,794,544 | 167,601 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 LVHI | $6,101,957 | 165,724 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 LVHI | $5,769,264 | 166,022 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 LVHI | $5,677,012 | 174,409 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 LVHI | $5,521,609 | 170,578 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 LVHI | $3,639,754 | 119,258 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 LVHI | $3,392,506 | 109,154 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 LVHI | $1,789,603 | 60,378 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 LVHI | $452,745 | 15,203 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||