Intrepid Financial Planning Group LLC Franklin U.S. Low Volatility H Transaction History

Intrepid Financial Planning Group LLC

$234 Million
Q4 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,872 shares of LVHD stock, worth $275,086. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,872

Previous 6,942 1.01%

Holding current value

$275,086

Previous $282,000 6.74%

% of portfolio

0.11%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$38.29 - $41.26 $2,680 - $2,888	-70 Reduced 1.01%	6,872 $263,000
Q3 2024 Nov 04, 2024	SELL	$35.49 - $40.72 $9,937 - $11,401	-280 Reduced 3.88%	6,942 $282,000
Q2 2024 Aug 12, 2024	SELL	$34.89 - $36.95 $2,965 - $3,140	-85 Reduced 1.16%	7,222 $258,000
Q2 2023 Aug 09, 2023	SELL	$35.34 - $37.79 $6,891 - $7,369	-195 Reduced 2.6%	7,307 $267,000
Q1 2023 May 02, 2023	BUY	$35.39 - $39.04 $265,495 - $292,878	7,502 New	7,502 $279,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.45M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

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Intrepid Financial Planning Group LLC Franklin U.S. Low Volatility H Transaction History