Atria Wealth Solutions, Inc. Franklin International Low Vol Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Franklin International Low Vol stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 142,806 shares of LVHI stock, worth $4.43 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

142,806

Previous 138,653 3.0%

Holding current value

$4.43 Million

Previous $4.13 Million 2.49%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$29.03 - $30.81 $120,561 - $127,953	4,153 Added 3.0%	142,806 $4.23 Million
Q1 2024 May 13, 2024	BUY	$27.46 - $29.84 $53,217 - $57,829	1,938 Added 1.42%	138,653 $4.13 Million
Q4 2023 Feb 02, 2024	BUY	$26.39 - $28.5 $247,459 - $267,244	9,377 Added 7.36%	136,715 $3.78 Million
Q3 2023 Nov 08, 2023	SELL	$26.58 - $27.97 $500,368 - $526,535	-18,825 Reduced 12.88%	127,338 $3.47 Million
Q2 2023 Aug 03, 2023	BUY	$26.62 - $27.89 $2.03 Million - $2.12 Million	76,162 Added 108.8%	146,163 $3.97 Million
Q1 2023 Aug 22, 2023	SELL	$25.88 - $27.25 $1.35 Million - $1.42 Million	-51,983 Reduced 35.57%	94,180 $2.54 Million
Q1 2023 Jun 14, 2023	SELL	$25.88 - $27.25 $625,752 - $658,877	-24,179 Reduced 25.67%	70,001 $1.89 Million
Q1 2023 May 10, 2023	BUY	$25.88 - $27.25 $625,752 - $658,877	24,179 Added 34.54%	94,180 $2.54 Million
Q4 2022 Aug 30, 2023	SELL	$24.02 - $27.09 $1.83 Million - $2.06 Million	-76,162 Reduced 52.11%	70,001 $1.79 Million
Q4 2022 Feb 13, 2023	BUY	$24.02 - $27.09 $435,866 - $491,575	18,146 Added 34.99%	70,001 $1.79 Million
Q3 2022 Nov 14, 2022	BUY	$24.12 - $26.64 $74,048 - $81,784	3,070 Added 6.29%	51,855 $1.25 Million
Q2 2022 Aug 15, 2022	BUY	$25.46 - $27.89 $118,083 - $129,353	4,638 Added 10.51%	48,785 $1.25 Million
Q1 2022 May 16, 2022	BUY	$25.28 - $27.6 $1.12 Million - $1.22 Million	44,147 New	44,147 $1.19 Million

Others Institutions Holding LVHI

# of Institutions

139

Shares Held

21.4M

Call Options Held

Put Options Held

View Full List

About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
Sector ETFs
Industry ETFs

More about LVHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Franklin International Low Vol Transaction History