Arkadios Wealth Advisors Franklin U.S. Low Volatility H Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,398 shares of LVHD stock, worth $364,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,398

Previous 7,596 23.72%

Holding current value

$364,078

Previous $272,000 40.44%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$35.49 - $40.72 $63,952 - $73,377	1,802 Added 23.72%	9,398 $382,000
Q2 2024 Jul 29, 2024	BUY	$34.89 - $36.95 $2,302 - $2,438	66 Added 0.88%	7,596 $272,000
Q1 2024 Apr 30, 2024	SELL	$34.51 - $36.86 $56,285 - $60,118	-1,631 Reduced 17.8%	7,530 $277,000
Q4 2023 Jan 24, 2024	BUY	$32.68 - $36.76 $2,810 - $3,161	86 Added 0.95%	9,161 $333,000
Q3 2023 Oct 13, 2023	BUY	$33.77 - $38.5 $1,553 - $1,771	46 Added 0.51%	9,075 $307,000
Q2 2023 Jul 26, 2023	SELL	$35.34 - $37.79 $42,337 - $45,272	-1,198 Reduced 11.71%	9,029 $331,000
Q1 2023 May 02, 2023	SELL	$35.39 - $39.04 $26,223 - $28,928	-741 Reduced 6.76%	10,227 $381,000
Q4 2022 Jan 11, 2023	SELL	$33.74 - $39.17 $8,502 - $9,870	-252 Reduced 2.25%	10,968 $0
Q3 2022 Oct 21, 2022	BUY	$34.16 - $40.23 $197,444 - $232,529	5,780 Added 106.25%	11,220 $383,000
Q2 2022 Jul 14, 2022	SELL	$35.76 - $41.12 $5,328 - $6,126	-149 Reduced 2.67%	5,440 $205,000
Q1 2022 May 02, 2022	SELL	$37.52 - $40.27 $759,029 - $814,662	-20,230 Reduced 78.35%	5,589 $222,000
Q4 2021 Feb 03, 2022	SELL	$36.22 - $40.04 $49,186 - $54,374	-1,358 Reduced 5.0%	25,819 $1.03 Million
Q3 2021 Oct 19, 2021	SELL	$35.99 - $38.25 $44,591 - $47,391	-1,239 Reduced 4.36%	27,177 $978,000
Q2 2021 Jul 28, 2021	BUY	$35.09 - $37.38 $946,552 - $1.01 Million	26,975 Added 1871.96%	28,416 $1.04 Million
Q1 2021 Apr 26, 2021	BUY	$32.0 - $35.17 $19,520 - $21,453	610 Added 73.41%	1,441 $50,000
Q4 2020 Feb 09, 2021	BUY	$29.15 - $32.87 $24,223 - $27,314	831 New	831 $26,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.89M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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Arkadios Wealth Advisors Franklin U.S. Low Volatility H Transaction History