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

Triad Wealth Partners, LLC

$495 Billion
Q2 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 26,383 shares of LVHD stock, worth $1.07 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

26,383

Previous 21,922 20.35%

Holding current value

$1.07 Million

Previous $898 Million 17.09%

% of portfolio

0.21%

Previous 0.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$37.37 - $40.85 $166,707 - $182,231	4,461 Added 20.35%	26,383 $1.05 Billion
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

103

Shares Held

7.04M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

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