A detailed history of Iron Oak Wealth Llc. transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Iron Oak Wealth Llc. holds 40,882 shares of LVHD stock, worth $1.65 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
40,882
Holding current value
$1.65 Million
% of portfolio
1.58%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
$37.37 - $40.85 $1.53 Million - $1.67 Million
40,882 New
40,882 $1.63 Billion

Others Institutions Holding LVHD

About FRANKLIN U.S. LOW VOLATILITY H


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

Track Iron Oak Wealth Llc. Portfolio

Follow Iron Oak Wealth Llc. 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 Iron Oak Wealth Llc., based on Form 13F filings with the SEC.

News

Stay updated on Iron Oak Wealth Llc. with notifications on news.