Compass Wealth Management, LLC/GA
Position in LVHI — Franklin International Low Volatility High Dividend Index ETF
CIK 2076480
Atlanta, GA
All Filings in LVHI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LVHI | $14,720,033 | 363,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 LVHI | $14,007,948 | 380,444 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 LVHI | $13,815,731 | 397,575 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 LVHI | $13,102,774 | 402,543 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||