A detailed history of First Republic Investment Management, Inc. transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 8,565 shares of LVHD stock, worth $303,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,565
Previous 9,076 5.63%
Holding current value
$303,971
Previous $332,000 12.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2023

SELL
$33.77 - $38.5 $17,256 - $19,673
-511 Reduced 5.63%
8,565 $290,000
Q2 2023

Jul 28, 2023

BUY
$35.34 - $37.79 $1,342 - $1,436
38 Added 0.42%
9,076 $332,000
Q1 2023

May 11, 2023

SELL
$35.39 - $39.04 $26 Million - $28.7 Million
-736,001 Reduced 98.79%
9,038 $336,000
Q4 2022

Feb 13, 2023

SELL
$36.17 - $39.17 $39,497 - $42,773
-1,092 Reduced 0.15%
745,039 $28.3 Million
Q3 2022

Nov 03, 2022

BUY
N/A
746,131 New
746,131 $25.5 Million

Others Institutions Holding LVHD

About FRANKLIN U.S. LOW VOLATILITY H


  • Ticker LVHD
  • Sector ETFs
  • Industry ETFs
More about LVHD
Track This Portfolio

Track First Republic Investment Management, Inc. Portfolio

Follow First Republic Investment Management, Inc. 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 First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.