Spire Wealth Management Franklin U.S. Low Volatility H Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Spire Wealth Management holds 7,265 shares of LVHD stock, worth $289,510. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,265

Previous 7,085 2.54%

Holding current value

$289,510

Previous $253,000 16.6%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$35.49 - $40.72 $6,388 - $7,329	180 Added 2.54%	7,265 $295,000
Q2 2024 Jul 31, 2024	SELL	$34.89 - $36.95 $1.5 Million - $1.59 Million	-42,992 Reduced 85.85%	7,085 $253,000
Q1 2024 Apr 24, 2024	BUY	$34.51 - $36.86 $47,278 - $50,498	1,370 Added 2.81%	50,077 $1.84 Million
Q4 2023 Feb 06, 2024	SELL	$32.68 - $36.76 $294,479 - $331,244	-9,011 Reduced 15.61%	48,707 $1.77 Million
Q3 2023 Nov 08, 2023	BUY	$33.77 - $38.5 $96,649 - $110,187	2,862 Added 5.22%	57,718 $1.96 Million
Q2 2023 Aug 09, 2023	BUY	$35.34 - $37.79 $242,149 - $258,937	6,852 Added 14.27%	54,856 $2.01 Million
Q1 2023 May 09, 2023	BUY	$35.39 - $39.04 $1.12 Million - $1.24 Million	31,677 Added 194.02%	48,004 $1.79 Million
Q4 2022 Feb 03, 2023	BUY	$33.74 - $39.17 $171,905 - $199,571	5,095 Added 45.36%	16,327 $621,000
Q3 2022 Nov 07, 2022	BUY	$34.16 - $40.23 $370,021 - $435,771	10,832 Added 2708.0%	11,232 $384,000
Q1 2021 May 21, 2021	BUY	$32.0 - $35.17 $12,800 - $14,068	400 New	400 $14,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.86M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

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Spire Wealth Management Franklin U.S. Low Volatility H Transaction History