Iht Wealth Management, LLC Franklin U.S. Low Volatility H Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,527 shares of LVHD stock, worth $305,445. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,527
Previous 7,942 5.23%
Holding current value
$305,445
Previous $292,000 7.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024
SELL
$34.89 - $36.95 $14,479 - $15,334
-415 Reduced 5.23%
7,527 $269,000
Q1 2024

May 15, 2024
SELL
$34.51 - $36.86 $3,451 - $3,686
-100 Reduced 1.24%
7,942 $292,000
Q2 2023

Aug 14, 2023
SELL
$35.34 - $37.79 $166,098 - $177,613
-4,700 Reduced 36.89%
8,042 $294,000
Q1 2023

May 15, 2023
BUY
$35.39 - $39.04 $65,188 - $71,911
1,842 Added 16.9%
12,742 $475,000
Q4 2022

Feb 14, 2023
BUY
$33.74 - $39.17 $367,766 - $426,953
10,900 New
10,900 $414,000

Others Institutions Holding LVHD

# of Institutions
90
Shares Held
9.05M
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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