Wetherby Asset Management Inc Franklin U.S. Low Volatility H Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 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 $617,010. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,708
Previous 15,708
-0.0%
Holding current value
$617,010
Previous $562,000
13.7%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding LVHD
# of Institutions
86Shares Held
7.89MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.14MShares$44.7 Million0.1% of portfolio
-
Albion Financial Group1.14MShares$44.7 Million3.26% of portfolio
-
Morgan Stanley New York, NY1.06MShares$41.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC764KShares$30 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC511KShares$20.1 Million0.0% of portfolio