Vest Gen Advisors, LLC Franklin U.S. Low Volatility H Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 6,674 shares of LVHD stock, worth $265,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,674

Holding current value

$265,224

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$37.44 - $41.02 $249,874 - $273,767	6,674 New	6,674 $273 Million

Others Institutions Holding LVHD

# of Institutions

Shares Held

6.59M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

1.12M
Shares

$44.6 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$41.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

753K
Shares

$29.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

477K
Shares

$18.9 Million
0.0% of portfolio
Ubs Group Ag

393K
Shares

$15.6 Million
0.0% of portfolio

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

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Vest Gen Advisors, LLC Franklin U.S. Low Volatility H Transaction History