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

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 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 12,679 shares of LVHD stock, worth $518,444. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,679
Previous 12,254 3.47%
Holding current value
$518,444
Previous $498,000 2.41%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$38.29 - $41.26 $16,273 - $17,535
425 Added 3.47%
12,679 $486,000
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
95
Shares Held
7.45M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN U.S. LOW VOLATILITY H

LVHD Quotes by TradingView
  • Ticker LVHD
  • Sector ETFs
  • Industry ETFs
More about LVHD
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