Blake Schutter Theil Wealth Advisors, LLC LVHI Holdings History
Blake Schutter Theil Wealth Advisors, LLC's Franklin International Low Volatility High Dividend Index ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 23,859.00 shares of Franklin International Low Volatility High Dividend Index ETF(LVHI), totaling $772,320.00. This investment constitutes 0.88% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0.03% of the outstanding Franklin International Low Volatility High Dividend Index ETF(LVHI) stock.
The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 2 purchases of LVHI, at an average price of $31.09, for a total of 23,859.00 shares. Based on historical transaction data and LVHI's current price of $33.64, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his LVHI holdings is $60,918.02, reflecting a 8.21% gain to date.
Blake Schutter Theil Wealth Advisors, LLC LVHI ($33.64) Holding Chart
Blake Schutter Theil Wealth Advisors, LLC LVHI ($33.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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