Wetherby Asset Management Inc Franklin U.S. Low Volatility H Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Wetherby Asset Management Inc holds 15,708 shares of LVHD stock, worth $620,937. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,708
Previous 15,708
-0.0%
Holding current value
$620,937
Previous $639,000
5.79%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding LVHD
# of Institutions
94Shares Held
7.44MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.12MShares$44.4 Million0.09% of portfolio
-
Morgan Stanley New York, NY991KShares$39.2 Million0.0% of portfolio
-
Albion Financial Group837KShares$33.1 Million2.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$29.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC470KShares$18.6 Million0.0% of portfolio