Number of Shares
37,909.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.21%
Total Estimate Gain
$67,098.93
% of Total Estimate Gain
5.51%

REGATTA CAPITAL GROUP, LLC's Franklin International Low Volatility High Dividend Index ETF Holding Summary

As of 2025-06-30, REGATTA CAPITAL GROUP, LLC held 37,909.00 shares of Franklin International Low Volatility High Dividend Index ETF(LVHI), totaling $1.23 Mil. This investment constitutes 0.21% of their stock portfolio, and REGATTA CAPITAL GROUP, LLC now holds 0.04% of the outstanding Franklin International Low Volatility High Dividend Index ETF(LVHI) stock.

The initial trade took place in 2025Q2. And since then REGATTA CAPITAL GROUP, LLC has made 1 purchases of LVHI, at an average price of $32.10, for a total of 37,909.00 shares. Based on historical transaction data and LVHI's current price of $33.87, REGATTA CAPITAL GROUP, LLC's estimated gain on his LVHI holdings is $67,098.93, reflecting a 5.51% gain to date.

REGATTA CAPITAL GROUP, LLC LVHI ($33.87) Holding Chart

REGATTA CAPITAL GROUP, 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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