Avantax Advisory Services, Inc. Franklin U.S. Low Volatility H Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 225,476 shares of LVHD stock, worth $8.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
225,476
Previous 224,573 0.4%
Holding current value
$8.04 Million
Previous $8.16 Million 1.75%
% of portfolio
0.07%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$34.51 - $36.86 $31,162 - $33,284
903 Added 0.4%
225,476 $8.31 Million
Q4 2023

Feb 07, 2024
BUY
$32.68 - $36.76 $57,353 - $64,513
1,755 Added 0.79%
224,573 $8.16 Million
Q3 2023

Nov 07, 2023
SELL
$33.77 - $38.5 $929,046 - $1.06 Million
-27,511 Reduced 10.99%
222,818 $7.55 Million
Q2 2023

Aug 11, 2023
BUY
$35.34 - $37.79 $3.59 Million - $3.84 Million
101,649 Added 68.37%
250,329 $9.18 Million
Q1 2023

Apr 28, 2023
BUY
$35.39 - $39.04 $833,540 - $919,509
23,553 Added 18.82%
148,680 $5.54 Million
Q4 2022

Feb 13, 2023
BUY
$36.17 - $39.17 $468,437 - $507,290
12,951 Added 11.55%
125,127 $4.76 Million
Q3 2022

Nov 01, 2022
BUY
N/A
53,879 Added 92.42%
112,176 $3.83 Million
Q2 2022

Aug 02, 2022
BUY
N/A
17,707 Added 43.62%
58,297 $2.2 Million
Q1 2022

Apr 27, 2022
BUY
N/A
713 Added 1.79%
40,590 $1.61 Million
Q4 2021

Jan 24, 2022
BUY
N/A
920 Added 2.36%
39,877 $1.6 Million
Q3 2021

Oct 21, 2021
BUY
N/A
361 Added 0.94%
38,957 $1.4 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-1,231 Reduced 3.09%
38,596 $1.41 Million
Q1 2021

May 13, 2021
SELL
N/A
-705 Reduced 1.74%
39,827 $1.39 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-50,597 Reduced 55.52%
40,532 $1.31 Million
Q3 2020

Oct 14, 2020
BUY
N/A
37,529 Added 70.02%
91,129 $2.7 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-21 Reduced 0.04%
53,600 $1.54 Million
Q1 2020

Apr 30, 2020
BUY
N/A
103 Added 0.19%
53,621 $1.38 Million
Q4 2019

Feb 14, 2020
BUY
N/A
10,981 Added 25.82%
53,518 $1.82 Million
Q3 2019

Nov 08, 2019
BUY
N/A
17,620 Added 70.71%
42,537 $1.43 Million
Q2 2019

Aug 06, 2019
BUY
N/A
24,917 New
24,917 $801,000

Others Institutions Holding LVHD

# of Institutions
93
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN U.S. LOW VOLATILITY H

LVHD Quotes by TradingView
  • Ticker LVHD
  • Sector ETFs
  • Industry ETFs
More about LVHD
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email