Kolinsky Wealth Management, LLC LVHI Holdings History
Kolinsky Wealth Management, LLC's Franklin International Low Volatility High Dividend Index ETF Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 166,325.00 shares of Franklin International Low Volatility High Dividend Index ETF(LVHI), totaling $5.08 Mil. This investment constitutes 3.1% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0.3% of the outstanding Franklin International Low Volatility High Dividend Index ETF(LVHI) stock.
The initial trade took place in 2024Q4. And since then Kolinsky Wealth Management, LLC has made 1 purchases of LVHI, at an average price of $30.96, for a total of 166,325.00 shares. Based on historical transaction data and LVHI's current price of $33.87, Kolinsky Wealth Management, LLC's estimated gain on his LVHI holdings is $484,005.75, reflecting a 9.40% gain to date.
Kolinsky Wealth Management, LLC LVHI ($33.87) Holding Chart
Kolinsky Wealth Management, 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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