Insight Wealth Strategies, LLC LVHI Holdings History
Insight Wealth Strategies, LLC's Franklin International Low Volatility High Dividend Index ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 718,824.00 shares of Franklin International Low Volatility High Dividend Index ETF(LVHI), totaling $23.50 Mil. This investment constitutes 2.97% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.85% of the outstanding Franklin International Low Volatility High Dividend Index ETF(LVHI) stock.
The initial trade took place in 2024Q1. And since then Insight Wealth Strategies, LLC has made 5 purchases of LVHI, at an average price of $29.41, for a total of 718,863.00 shares. In addition, there have been 1 sales at an average price of $32.10 for 39.00 shares. Based on historical transaction data and LVHI's current price of $33.21, Insight Wealth Strategies, LLC's estimated gain on his LVHI holdings is $2.73 Mil, reflecting a 12.91% gain to date.
Insight Wealth Strategies, LLC LVHI ($33.21) Holding Chart
Insight Wealth Strategies, LLC LVHI ($33.21) 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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