A detailed history of Geneos Wealth Management Inc. transactions in Franklin International Low Vol stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 355 shares of LVHI stock, worth $11,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
355
Previous 386 8.03%
Holding current value
$11,012
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$29.03 - $30.81 $899 - $955
-31 Reduced 8.03%
355 $10,000
Q1 2024

May 03, 2024

BUY
$27.46 - $29.84 $3,844 - $4,177
140 Added 56.91%
386 $11,000
Q4 2023

Jan 26, 2024

SELL
$26.39 - $28.5 $1,398 - $1,510
-53 Reduced 17.73%
246 $6,000
Q3 2023

Oct 11, 2023

BUY
$26.58 - $27.97 $7,947 - $8,363
299 New
299 $8,000
Q2 2021

Jul 08, 2021

BUY
$25.27 - $26.24 $20,216 - $20,992
800 New
800 $20,000

Others Institutions Holding LVHI

About FRANKLIN INTERNATIONAL LOW VOL


  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
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