Sovereign Investment Advisors, LLC Franklin U.S. Low Volatility H Transaction History

Sovereign Investment Advisors, LLC

  • $297 Million
  • Q1 2025

A detailed history of Sovereign Investment Advisors, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 142,652 shares of LVHD stock, worth $5.67 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
142,652
Previous 146,972 2.94%
Holding current value
$5.67 Million
Previous $5.64 Million 3.67%
% of portfolio
1.97%
Previous 1.78%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$37.44 - $41.02 $161,740 - $177,206
-4,320 Reduced 2.94%
142,652 $5.84 Million
Q4 2024

Feb 10, 2025
BUY
$38.29 - $41.26 $51,193 - $55,164
1,337 Added 0.92%
146,972 $5.64 Million
Q3 2024

Nov 12, 2024
BUY
$35.49 - $40.72 $154,842 - $177,661
4,363 Added 3.09%
145,635 $5.93 Million
Q2 2024

Aug 13, 2024
SELL
$34.89 - $36.95 $48,148 - $50,991
-1,380 Reduced 0.97%
141,272 $5.06 Million
Q1 2024

May 13, 2024
BUY
$34.51 - $36.86 $47,623 - $50,866
1,380 Added 0.98%
142,652 $5.26 Million
Q4 2023

Feb 14, 2024
BUY
$32.68 - $36.76 $52,189 - $58,705
1,597 Added 1.14%
141,272 $5.14 Million
Q3 2023

Nov 01, 2023
BUY
$33.77 - $38.5 $46,197 - $52,668
1,368 Added 0.99%
139,675 $4.73 Million
Q2 2023

Jul 19, 2023
BUY
$35.34 - $37.79 $37,107 - $39,679
1,050 Added 0.76%
138,307 $5.07 Million
Q1 2023

May 11, 2023
BUY
$35.39 - $39.04 $42,892 - $47,316
1,212 Added 0.89%
137,257 $5.12 Million
Q4 2022

Feb 14, 2023
BUY
$33.74 - $39.17 $39,577 - $45,946
1,173 Added 0.87%
136,045 $5.18 Million
Q3 2022

Nov 10, 2022
BUY
$34.16 - $40.23 $35,321 - $41,597
1,034 Added 0.77%
134,872 $4.61 Million
Q2 2022

Aug 04, 2022
BUY
$35.76 - $41.12 $32,434 - $37,295
907 Added 0.68%
133,838 $5.04 Million
Q1 2022

Apr 28, 2022
BUY
$37.52 - $40.27 $38,608 - $41,437
1,029 Added 0.78%
132,931 $5.28 Million
Q4 2021

Feb 07, 2022
BUY
$36.22 - $40.04 $28,976 - $32,032
800 Added 0.61%
131,902 $5.28 Million
Q3 2021

Feb 07, 2022
BUY
$35.99 - $38.25 $30,915 - $32,856
859 Added 0.66%
131,102 $4.72 Million
Q2 2021

Feb 07, 2022
BUY
$35.09 - $37.38 $30,563 - $32,557
871 Added 0.67%
130,243 $4.75 Million
Q1 2021

Feb 07, 2022
BUY
$32.0 - $35.17 $33,216 - $36,506
1,038 Added 0.81%
129,372 $4.52 Million
Q4 2020

Feb 07, 2022
BUY
$29.15 - $32.87 $33,376 - $37,636
1,145 Added 0.9%
128,334 $4.16 Million
Q3 2020

Feb 07, 2022
BUY
$27.93 - $30.5 $32,789 - $35,807
1,174 Added 0.93%
127,189 $3.77 Million
Q2 2020

Feb 07, 2022
BUY
$24.39 - $31.96 $33,170 - $43,465
1,360 Added 1.09%
126,015 $3.63 Million
Q1 2020

Feb 07, 2022
BUY
$21.7 - $34.63 $17,381 - $27,738
801 Added 0.65%
124,655 $3.21 Million
Q4 2019

Feb 07, 2022
BUY
$32.75 - $34.27 $4.06 Million - $4.24 Million
123,854 New
123,854 $4.22 Million

Others Institutions Holding LVHD

# of Institutions
96
Shares Held
6.62M
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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