Lakeridge Wealth Management LLC
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 2012028
MENTOR, OH
All Filings in LVHI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $4,808,206 | 118,604 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 LVHI | $4,494,433 | 122,065 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 LVHI | $4,128,786 | 118,814 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 LVHI | $3,853,920 | 118,400 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 LVHI | $3,679,595 | 113,673 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 LVHI | $3,269,180 | 107,116 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 LVHI | $3,256,002 | 104,762 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||