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

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Ae Wealth Management LLC holds 8 shares of LVHD stock, worth $322. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$322

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$38.29 - $41.26 $306 - $330	8 New	8 $0

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.45M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

1.12M
Shares

$45.3 Million
0.09% of portfolio
Morgan Stanley New York, NY

991K
Shares

$39.9 Million
0.0% of portfolio
Albion Financial Group

837K
Shares

$33.8 Million
2.25% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$30.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

470K
Shares

$19 Million
0.0% of portfolio

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
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