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

Spire Wealth Management

$3.01 Billion
Q1 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 50,077 shares of LVHD stock, worth $1.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

50,077

Previous 48,707 2.81%

Holding current value

$1.79 Million

Previous $1.77 Million 4.18%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$36.17 - $39.17 $184,286 - $199,571	5,095 Added 45.36%	16,327 $621,000
Q3 2022 Nov 07, 2022	BUY	N/A	10,832 Added 2708.0%	11,232 $384,000
Q1 2021 May 21, 2021	BUY	N/A	400 New	400 $14,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

10.7M

Call Options Held

Put Options Held

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

More about LVHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

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