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 15,709 shares of LVHD stock, worth $560,025. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,709
Previous 20,190 22.19%
Holding current value
$560,025
Previous $733,000 21.15%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$36.17 - $39.17 $237,130 - $256,798
-6,556 Reduced 23.96%
20,811 $791,000
Q3 2022

Nov 14, 2022

BUY
N/A
27,367 New
27,367 $935,000
Q1 2020

Apr 20, 2020

SELL
N/A
-12,140 Closed
0 $0
Q4 2019

Jan 08, 2020

BUY
N/A
12,140 New
12,140 $416,000

Others Institutions Holding LVHD

About FRANKLIN U.S. LOW VOLATILITY H


  • Ticker LVHD
  • Sector ETFs
  • Industry ETFs
More about LVHD
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