Wbh Advisory Inc Franklin U.S. Low Volatility H Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Wbh Advisory Inc holds 12,021 shares of LVHD stock, worth $488,413. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,021

Holding current value

$488,413

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$37.37 - $40.85 $449,224 - $491,057	12,021 New	12,021 $479,000

Others Institutions Holding LVHD

# of Institutions

103

Shares Held

6.74M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

1.12M
Shares

$45.6 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$42.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

793K
Shares

$32.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

477K
Shares

$19.4 Million
0.0% of portfolio
Ubs Group Ag

393K
Shares

$16 Million
0.0% of portfolio

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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