Wetherby Asset Management Inc Franklin U.S. Low Volatility H Transaction History
Wetherby Asset Management Inc
- $2.06 Billion
- Q1 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 $557,948. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,708
Previous 15,708
-0.0%
Holding current value
$557,948
Previous $570,000
1.4%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding LVHD
# of Institutions
93Shares Held
10.7MCall Options Held
0Put Options Held
0-
Albion Financial Group1.93MShares$68.6 Million5.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$42.2 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.15MShares$40.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$38 Million0.02% of portfolio
-
Allworth Financial LP711KShares$25.2 Million0.19% of portfolio