Concurrent Investment Advisors, LLC
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 2001015
Tampa, FL
All Filings in LVHI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $9,957,272 | 245,616 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 LVHI | $3,594,957 | 97,636 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 LVHI | $2,972,480 | 85,539 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 LVHI | $1,877,321 | 57,675 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||