Aptus Capital Advisors, LLC Franklin U.S. Low Volatility H Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 257 shares of LVHD stock, worth $10,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares

257

Holding current value

$10,238

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$38.29 - $41.26 $9,840 - $10,603	257 New	257 $9,000

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

$44.7 Million
0.09% of portfolio
Morgan Stanley New York, NY

991K
Shares

$39.5 Million
0.0% of portfolio
Albion Financial Group

837K
Shares

$33.4 Million
2.25% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$29.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

470K
Shares

$18.7 Million
0.0% of portfolio

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
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Aptus Capital Advisors, LLC Franklin U.S. Low Volatility H Transaction History