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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 197,978 shares of LVHD stock, worth $8.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

197,978

Previous 198,491 0.26%

Holding current value

$8.04 Million

Previous $8.13 Million 2.96%

% of portfolio

0.04%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$37.37 - $40.85 $19,170 - $20,956	-513 Reduced 0.26%	197,978 $7.89 Million
Q1 2025 May 06, 2025	SELL	$37.44 - $41.02 $423,558 - $464,059	-11,313 Reduced 5.39%	198,491 $8.13 Million
Q4 2024 Feb 07, 2025	BUY	$38.29 - $41.26 $33,350 - $35,937	871 Added 0.42%	209,804 $8.05 Million
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

103

Shares Held

7.04M

Call Options Held

Put Options Held

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

More about LVHD

Track This Portfolio

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.

Account

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