Principle Wealth Partners LLC Franklin International Low Vol Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Principle Wealth Partners LLC holds 94,233 shares of LVHI stock, worth $3.11 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

94,233

Previous 98,843 4.66%

Holding current value

$3.11 Million

Previous $3.02 Million 1.13%

% of portfolio

0.24%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$30.53 - $32.85 $140,743 - $151,438	-4,610 Reduced 4.66%	94,233 $3.05 Million
Q4 2024 Jan 29, 2025	BUY	$29.98 - $31.57 $250,093 - $263,356	8,342 Added 9.22%	98,843 $3.02 Million
Q3 2024 Nov 13, 2024	SELL	$28.72 - $31.28 $93,110 - $101,409	-3,242 Reduced 3.46%	90,501 $2.81 Million
Q2 2024 Aug 13, 2024	BUY	$29.03 - $30.81 $382,847 - $406,322	13,188 Added 16.37%	93,743 $2.78 Million
Q1 2024 Apr 23, 2024	BUY	$27.46 - $29.84 $68,238 - $74,152	2,485 Added 3.18%	80,555 $2.4 Million
Q4 2023 Feb 05, 2024	BUY	$26.39 - $28.5 $297,230 - $320,995	11,263 Added 16.86%	78,070 $2.16 Million
Q3 2023 Nov 01, 2023	BUY	$26.58 - $27.97 $1.78 Million - $1.87 Million	66,807 New	66,807 $1.82 Million

Others Institutions Holding LVHI

# of Institutions

223

Shares Held

46.9M

Call Options Held

Put Options Held

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About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
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Principle Wealth Partners LLC Franklin International Low Vol Transaction History