Western Wealth Management, LLC Franklin U.S. Low Volatility H Transaction History

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	SELL	$32.68 - $36.76 $9,150 - $10,292	-280 Reduced 4.69%	5,690 $206,000
Q3 2023 Nov 07, 2023	BUY	$33.77 - $38.5 $168 - $192	5 Added 0.08%	5,970 $202,000
Q2 2023 Aug 30, 2023	SELL	$35.34 - $37.79 $22,935 - $24,525	-649 Reduced 9.81%	5,965 $218,000
Q1 2023 Aug 30, 2023	SELL	$35.39 - $39.04 $11,466 - $12,648	-324 Reduced 4.67%	6,614 $246,000
Q4 2022 Feb 02, 2023	SELL	$36.17 - $39.17 $255,685 - $276,892	-7,069 Reduced 50.47%	6,938 $263,000

Q3 2022 Nov 04, 2022	SELL	N/A	-59,233 Reduced 80.88%	14,007 $478,000
Q2 2022 Jul 18, 2022	BUY	N/A	31 Added 0.04%	73,240 $2.76 Million
Q1 2022 May 10, 2022	BUY	N/A	66,823 Added 1046.4%	73,209 $2.91 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-200 Reduced 3.04%	6,386 $255,000
Q2 2021 Aug 09, 2021	SELL	N/A	-1,000 Reduced 13.18%	6,586 $240,000
Q1 2021 May 14, 2021	SELL	N/A	-823 Reduced 9.79%	7,586 $265,000
Q4 2020 Feb 10, 2021	SELL	N/A	-150 Reduced 1.75%	8,409 $273,000
Q3 2020 Oct 27, 2020	SELL	N/A	-3,361 Reduced 28.2%	8,559 $254,000
Q2 2020 Jul 20, 2020	SELL	N/A	-1,500 Reduced 11.18%	11,920 $343,000
Q4 2019 Feb 10, 2020	BUY	N/A	5,236 Added 63.98%	13,420 $457,000
Q3 2019 Nov 08, 2019	BUY	N/A	8,184 New	8,184 $272,000

Others Institutions Holding LVHD

# of Institutions

94

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

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