Plan Group Financial, LLC
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 1940033
OKLAHOMA CITY, OK
All Filings in LVHI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $3,647,181 | 89,965 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 LVHI | $4,866,757 | 132,177 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 LVHI | $4,495,260 | 129,360 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 LVHI | $3,756,367 | 115,403 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 LVHI | $1,450,434 | 44,808 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||