Wetherby Asset Management Inc Franklin U.S. Low Volatility H Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
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 $627,063. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,708
Previous 15,708
-0.0%
Holding current value
$627,063
Previous $602,000
3.99%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding LVHD
# of Institutions
102Shares Held
7.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$43.3 Million0.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.06MShares$42.3 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC793KShares$31.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC671KShares$26.8 Million0.0% of portfolio
-
Ubs Group Ag396KShares$15.8 Million0.0% of portfolio