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

Sovereign Investment Advisors, LLC

  • $328 Million
  • Q2 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 149,470 shares of LVHD stock, worth $6.07 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
149,470
Previous 142,652 4.78%
Holding current value
$6.07 Million
Previous $5.84 Million 1.93%
% of portfolio
1.82%
Previous 1.97%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$37.37 - $40.85 $254,788 - $278,515
6,818 Added 4.78%
149,470 $5.96 Million
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
102
Shares Held
6.77M
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
Track This Portfolio

Track Sovereign Investment Advisors, LLC Portfolio

Follow Sovereign Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email