Wealthcare Advisory Partners LLC Franklin U.S. Low Volatility H Transaction History

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 72,152 shares of LVHD stock, worth $2.57 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
72,152
Previous 84,524 14.64%
Holding current value
$2.57 Million
Previous $3.07 Million 13.48%
% of portfolio
0.09%
Previous 0.12%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$34.51 - $36.86 $426,957 - $456,031
-12,372 Reduced 14.64%
72,152 $2.66 Million
Q4 2023

Feb 06, 2024
SELL
$32.68 - $36.76 $306,473 - $344,735
-9,378 Reduced 9.99%
84,524 $3.07 Million
Q3 2023

Oct 12, 2023
SELL
$33.77 - $38.5 $36,505 - $41,618
-1,081 Reduced 1.14%
93,902 $3.18 Million
Q2 2023

Jul 17, 2023
SELL
$35.34 - $37.79 $125,244 - $133,927
-3,544 Reduced 3.6%
94,983 $3.48 Million
Q1 2023

May 04, 2023
BUY
$35.39 - $39.04 $3.16 Million - $3.48 Million
89,226 Added 959.32%
98,527 $3.67 Million
Q4 2022

Feb 13, 2023
SELL
$36.17 - $39.17 $380,508 - $412,068
-10,520 Reduced 53.08%
9,301 $353,000
Q3 2022

Nov 14, 2022
BUY
N/A
4,438 Added 28.85%
19,821 $677,000
Q2 2022

Aug 15, 2022
BUY
N/A
15,383 New
15,383 $579,000
Q2 2021

Aug 16, 2021
SELL
N/A
-471 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
471 New
471 $16,000
Q2 2020

Jul 29, 2020
SELL
N/A
-2,726 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
N/A
-883 Reduced 24.47%
2,726 $70,000
Q4 2019

Jan 29, 2020
BUY
N/A
12 Added 0.33%
3,609 $123,000
Q3 2019

Oct 17, 2019
BUY
N/A
4 Added 0.11%
3,597 $121,000
Q2 2019

Jul 30, 2019
BUY
N/A
2,250 Added 167.54%
3,593 $116,000
Q1 2019

May 13, 2019
BUY
N/A
165 Added 14.01%
1,343 $43,000
Q4 2018

Feb 14, 2019
SELL
N/A
-535 Reduced 31.23%
1,178 $34,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,012 Reduced 37.14%
1,713 $51,000
Q1 2018

May 15, 2018
BUY
N/A
2,725 New
2,725 $81,000

Others Institutions Holding LVHD

# of Institutions
93
Shares Held
10.7M
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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