Atria Wealth Solutions, Inc. Franklin U.S. Low Volatility H Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,254 shares of LVHD stock, worth $476,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,254

Previous 13,504 9.26%

Holding current value

$476,312

Previous $483,000 3.11%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$35.49 - $40.72 $44,362 - $50,900	-1,250 Reduced 9.26%	12,254 $498,000
Q2 2024 Jul 22, 2024	SELL	$34.89 - $36.95 $94,935 - $100,540	-2,721 Reduced 16.77%	13,504 $483,000
Q1 2024 May 13, 2024	BUY	$34.51 - $36.86 $8,075 - $8,625	234 Added 1.46%	16,225 $597,000
Q4 2023 Feb 02, 2024	SELL	$32.68 - $36.76 $87,811 - $98,774	-2,687 Reduced 14.39%	15,991 $581,000
Q3 2023 Nov 08, 2023	SELL	$33.77 - $38.5 $187,288 - $213,521	-5,546 Reduced 22.89%	18,678 $632,000
Q2 2023 Aug 03, 2023	BUY	$35.34 - $37.79 $517,589 - $553,472	14,646 Added 152.91%	24,224 $888,000
Q1 2023 Aug 22, 2023	SELL	$35.39 - $39.04 $307,432 - $339,140	-8,687 Reduced 35.86%	15,537 $579,000
Q1 2023 Jun 14, 2023	SELL	$35.39 - $39.04 $210,889 - $232,639	-5,959 Reduced 38.35%	9,578 $357,000
Q1 2023 May 10, 2023	BUY	$35.39 - $39.04 $210,889 - $232,639	5,959 Added 62.22%	15,537 $579,000
Q4 2022 Aug 30, 2023	SELL	$33.74 - $39.17 $494,156 - $573,683	-14,646 Reduced 60.46%	9,578 $364,000
Q4 2022 Feb 13, 2023	BUY	$33.74 - $39.17 $323,161 - $375,170	9,578 New	9,578 $364,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.45M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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Atria Wealth Solutions, Inc. Franklin U.S. Low Volatility H Transaction History