Benjamin F. Edwards & Company, Inc. Franklin U.S. Low Volatility H Transaction History

Benjamin F. Edwards & Company, Inc.

$5.69 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-632 Closed	0 $0
Q4 2018 Jan 31, 2019	BUY	N/A	632 New	632 $18,000

Others Institutions Holding LVHD

# of Institutions

90

Shares Held

9.05M

Call Options Held

0

Put Options Held

0

Albion Financial Group

1.92M
Shares

$77.5 Million
5.21% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.16M
Shares

$46.7 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$43.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.03M
Shares

$41.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

554K
Shares

$22.4 Million
0.0% of portfolio

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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