Concurrent Investment Advisors, LLC Franklin U.S. Low Volatility H Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,684 shares of LVHD stock, worth $355,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,684
Previous 11,513 24.57%
Holding current value
$355,175
Previous $459 Million 21.77%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$39.89 - $41.55 $112,848 - $117,544
-2,829 Reduced 24.57%
8,684 $359 Million
Q2 2025

Jul 25, 2025
BUY
$37.37 - $40.85 $180,721 - $197,550
4,836 Added 72.43%
11,513 $459 Million
Q1 2025

Apr 29, 2025
BUY
$37.44 - $41.02 $249,986 - $273,890
6,677 New
6,677 $274 Million
Q1 2024

May 07, 2024
SELL
$34.51 - $36.86 $125,409 - $133,949
-3,634 Reduced 30.97%
8,100 $298 Million
Q4 2023

Apr 15, 2024
BUY
$32.68 - $36.76 $383,467 - $431,341
11,734 New
11,734 $427 Million

Others Institutions Holding LVHD

# of Institutions
101
Shares Held
7.09M
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
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