Triad Wealth Partners, LLC Franklin U.S. Low Volatility H Transaction History

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 21,922 shares of LVHD stock, worth $871,180. This represents 0.28% of its overall portfolio holdings.

Number of Shares
21,922
Previous 15,506 41.38%
Holding current value
$871,180
Previous $595 Million 51.0%
% of portfolio
0.28%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$37.44 - $41.02 $240,215 - $263,184
6,416 Added 41.38%
21,922 $898 Million
Q4 2024

Feb 06, 2025
BUY
$38.29 - $41.26 $593,724 - $639,777
15,506 New
15,506 $595 Million
Q2 2024

Jul 18, 2024
BUY
$34.89 - $36.95 $141,234 - $149,573
4,048 New
4,048 $145 Million

Others Institutions Holding LVHD

# of Institutions
91
Shares Held
6.59M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN U.S. LOW VOLATILITY H

LVHD Quotes by TradingView
  • Ticker LVHD
  • Sector ETFs
  • Industry ETFs
More about LVHD
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