Benchmark Financial Wealth Advisors, LLC Franklin International Low Vol Transaction History

Benchmark Financial Wealth Advisors, LLC

$264 Million
Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 87,750 shares of LVHI stock, worth $2.81 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

87,750

Previous 90,451 2.99%

Holding current value

$2.81 Million

Previous $2.76 Million 2.9%

% of portfolio

1.08%

Previous 0.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$30.53 - $32.85 $82,461 - $88,727	-2,701 Reduced 2.99%	87,750 $2.84 Million
Q4 2024 Jan 27, 2025	BUY	$29.98 - $31.57 $841,898 - $886,548	28,082 Added 45.03%	90,451 $2.76 Million
Q3 2024 Oct 30, 2024	BUY	$28.72 - $31.28 $252,075 - $274,544	8,777 Added 16.38%	62,369 $1.94 Million
Q2 2024 Jul 23, 2024	BUY	$29.03 - $30.81 $520,246 - $552,146	17,921 Added 50.24%	53,592 $1.59 Million
Q1 2024 Apr 22, 2024	BUY	$27.46 - $29.84 $596,568 - $648,274	21,725 Added 155.78%	35,671 $1.06 Million
Q4 2023 Jan 23, 2024	BUY	$26.39 - $28.5 $368,034 - $397,461	13,946 New	13,946 $385,000

Others Institutions Holding LVHI

# of Institutions

199

Shares Held

33.7M

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 Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Account

Benchmark Financial Wealth Advisors, LLC Franklin International Low Vol Transaction History