Ever Source Wealth Advisors, LLC Franklin U.S. Low Volatility H Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 165 shares of LVHD stock, worth $6,748. This represents 0.0% of its overall portfolio holdings.

Number of Shares
165
Previous 165 -0.0%
Holding current value
$6,748
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023
SELL
$33.77 - $38.5 $25,327 - $28,875
-750 Reduced 81.97%
165 $5,000
Q2 2023

Aug 04, 2023
SELL
$35.34 - $37.79 $33,573 - $35,900
-950 Reduced 50.94%
915 $33,000
Q4 2022

Feb 09, 2023
BUY
$33.74 - $39.17 $62,925 - $73,052
1,865 New
1,865 $70,000

Others Institutions Holding LVHD

# of Institutions
101
Shares Held
7.11M
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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