Apexium Financial, LP Franklin U.S. Low Volatility H Transaction History

Apexium Financial, LP

$1.86 Billion
Q3 2025

A detailed history of Apexium Financial, LP transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Apexium Financial, LP holds 13,466 shares of LVHD stock, worth $541,198. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,466

Previous 13,988 3.73%

Holding current value

$541,198

Previous $557,000 0.18%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$39.89 - $41.55 $20,822 - $21,689	-522 Reduced 3.73%	13,466 $556,000
Q2 2024 Aug 05, 2024	SELL	$34.89 - $36.95 $60,045 - $63,590	-1,721 Reduced 10.96%	13,988 $501,000
Q1 2024 Apr 19, 2024	SELL	$34.51 - $36.86 $154,639 - $165,169	-4,481 Reduced 22.19%	15,709 $578,000
Q3 2023 Oct 24, 2023	SELL	$33.77 - $38.5 $20,971 - $23,908	-621 Reduced 2.98%	20,190 $684,000
Q4 2022 Feb 14, 2023	SELL	$33.74 - $39.17 $221,199 - $256,798	-6,556 Reduced 23.96%	20,811 $791,000

Q3 2022 Nov 14, 2022	BUY	$34.16 - $40.23 $934,856 - $1.1 Million	27,367 New	27,367 $935,000
Q1 2020 Apr 20, 2020	SELL	$21.7 - $34.63 $263,438 - $420,408	-12,140 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$32.75 - $34.27 $397,585 - $416,037	12,140 New	12,140 $416,000

Others Institutions Holding LVHD

# of Institutions

112

Shares Held

7.65M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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Apexium Financial, LP Franklin U.S. Low Volatility H Transaction History