Number of Shares
23,859.00
Current Holdings Value*
$772,320.00
% of Portfolio
0.88%
Total Estimate Gain
$66,405.59
% of Total Estimate Gain
8.95%

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 $33.87, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his LVHI holdings is $66,405.59, reflecting a 8.95% gain to date.

Blake Schutter Theil Wealth Advisors, LLC LVHI ($33.87) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC LVHI ($33.87) 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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