A detailed history of Long View Wealth Management transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Long View Wealth Management holds 8,791 shares of LVHD stock, worth $353,310. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,791
Previous 7,970 10.3%
Holding current value
$353,310
Previous $329 Million 7.96%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026

BUY
$39.46 - $41.42 $32,396 - $34,005
821 Added 10.3%
8,791 $356 Million
Q3 2025

Oct 14, 2025

BUY
$39.89 - $41.55 $110,455 - $115,051
2,769 Added 53.24%
7,970 $329 Million
Q2 2025

Jul 11, 2025

BUY
$37.37 - $40.85 $194,361 - $212,460
5,201 New
5,201 $207 Million

Others Institutions Holding LVHD

About FRANKLIN U.S. LOW VOLATILITY H


  • Ticker LVHD
  • Sector ETFs
  • Industry ETFs
More about LVHD
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.