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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

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 $5,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares
165
Previous 165 -0.0%
Holding current value
$5,855
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
$36.17 - $39.17 $67,457 - $73,052
1,865 New
1,865 $70,000

Others Institutions Holding LVHD

# of Institutions
94
Shares Held
10.7M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email