New Edge Advisors, LLC Franklin U.S. Low Volatility H Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, New Edge Advisors, LLC holds 952 shares of LVHD stock, worth $37,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

952

Previous 952 -0.0%

Holding current value

$37,375

Previous $36,000 8.33%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$38.29 - $41.26 $10,031 - $10,810	262 Added 37.97%	952 $36,000
Q3 2024 Nov 14, 2024	SELL	$35.49 - $40.72 $17,957 - $20,604	-506 Reduced 42.31%	690 $28,000
Q1 2024 May 14, 2024	SELL	$34.51 - $36.86 $30,058 - $32,105	-871 Reduced 42.14%	1,196 $44,000
Q4 2023 Feb 13, 2024	SELL	$32.68 - $36.76 $7,581 - $8,528	-232 Reduced 10.09%	2,067 $75,000
Q3 2023 Nov 14, 2023	BUY	$33.77 - $38.5 $1,789 - $2,040	53 Added 2.36%	2,299 $77,000
Q1 2023 May 12, 2023	BUY	$35.39 - $39.04 $17,695 - $19,520	500 Added 28.64%	2,246 $83,000
Q4 2022 Feb 14, 2023	BUY	$33.74 - $39.17 $58,910 - $68,390	1,746 New	1,746 $66,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

6.59M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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New Edge Advisors, LLC Franklin U.S. Low Volatility H Transaction History