Element Wealth, LLC Franklin U.S. Low Volatility H Transaction History
Element Wealth, LLC
- $170 Million
- Q1 2024
A detailed history of Element Wealth, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Element Wealth, LLC holds 5,893 shares of LVHD stock, worth $209,142. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,893
Previous 5,680
3.75%
Holding current value
$209,142
Previous $206,000
5.34%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding LVHD
# of Institutions
94Shares Held
10.7MCall Options Held
0Put Options Held
0-
Albion Financial Group1.93MShares$68.5 Million5.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$42.1 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.15MShares$40.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$37.9 Million0.02% of portfolio
-
Allworth Financial LP711KShares$25.2 Million0.19% of portfolio