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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 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 208,933 shares of LVHD stock, worth $8.38 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

208,933

Previous 200,119 4.4%

Holding current value

$8.38 Million

Previous $7.17 Million 18.68%

% of portfolio

0.06%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$35.49 - $40.72 $312,808 - $358,906	8,814 Added 4.4%	208,933 $8.51 Million
Q2 2024 Aug 09, 2024	SELL	$34.89 - $36.95 $884,705 - $936,941	-25,357 Reduced 11.25%	200,119 $7.17 Million
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	$33.74 - $39.17 $436,966 - $507,290	12,951 Added 11.55%	125,127 $4.76 Million
Q3 2022 Nov 01, 2022	BUY	$34.16 - $40.23 $1.84 Million - $2.17 Million	53,879 Added 92.42%	112,176 $3.83 Million
Q2 2022 Aug 02, 2022	BUY	$35.76 - $41.12 $633,202 - $728,111	17,707 Added 43.62%	58,297 $2.2 Million
Q1 2022 Apr 27, 2022	BUY	$37.52 - $40.27 $26,751 - $28,712	713 Added 1.79%	40,590 $1.61 Million
Q4 2021 Jan 24, 2022	BUY	$36.22 - $40.04 $33,322 - $36,836	920 Added 2.36%	39,877 $1.6 Million
Q3 2021 Oct 21, 2021	BUY	$35.99 - $38.25 $12,992 - $13,808	361 Added 0.94%	38,957 $1.4 Million
Q2 2021 Jul 29, 2021	SELL	$35.09 - $37.38 $43,195 - $46,014	-1,231 Reduced 3.09%	38,596 $1.41 Million
Q1 2021 May 13, 2021	SELL	$32.0 - $35.17 $22,560 - $24,794	-705 Reduced 1.74%	39,827 $1.39 Million
Q4 2020 Jan 22, 2021	SELL	$29.15 - $32.87 $1.47 Million - $1.66 Million	-50,597 Reduced 55.52%	40,532 $1.31 Million
Q3 2020 Oct 14, 2020	BUY	$27.93 - $30.5 $1.05 Million - $1.14 Million	37,529 Added 70.02%	91,129 $2.7 Million
Q2 2020 Aug 06, 2020	SELL	$24.39 - $31.96 $512 - $671	-21 Reduced 0.04%	53,600 $1.54 Million
Q1 2020 Apr 30, 2020	BUY	$21.7 - $34.63 $2,235 - $3,566	103 Added 0.19%	53,621 $1.38 Million
Q4 2019 Feb 14, 2020	BUY	$32.75 - $34.27 $359,627 - $376,318	10,981 Added 25.82%	53,518 $1.82 Million
Q3 2019 Nov 08, 2019	BUY	$33.03 - $33.59 $581,988 - $591,855	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

Shares Held

7.86M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

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