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

Centurion Wealth Management LLC

$320 Billion
Q1 2025

A detailed history of Centurion Wealth Management LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Centurion Wealth Management LLC holds 33,753 shares of LVHD stock, worth $1.33 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

33,753

Previous 33,753 -0.0%

Holding current value

$1.33 Million

Previous $1.29 Billion -0.0%

% of portfolio

0.41%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$38.29 - $41.26 $221,699 - $238,895	-5,790 Reduced 14.64%	33,753 $1.29 Billion
Q3 2024 Nov 07, 2024	SELL	$35.49 - $40.72 $92,025 - $105,586	-2,593 Reduced 6.15%	39,543 $1.61 Billion
Q1 2024 Apr 29, 2024	BUY	$34.51 - $36.86 $36,373 - $38,850	1,054 Added 2.57%	42,136 $1.55 Billion
Q4 2023 Jan 24, 2024	BUY	$32.68 - $36.76 $16,111 - $18,122	493 Added 1.21%	41,082 $1.49 Billion
Q3 2023 Oct 31, 2023	BUY	$33.77 - $38.5 $94,285 - $107,492	2,792 Added 7.39%	40,589 $1.38 Billion
Q2 2023 Jul 21, 2023	BUY	$35.34 - $37.79 $104,253 - $111,480	2,950 Added 8.47%	37,797 $1.39 Billion
Q1 2023 May 10, 2023	BUY	$35.39 - $39.04 $66,745 - $73,629	1,886 Added 5.72%	34,847 $1.3 Billion
Q4 2022 Feb 23, 2023	BUY	$33.74 - $39.17 $645,581 - $749,478	19,134 Added 138.38%	32,961 $1.25 Billion
Q4 2022 Feb 02, 2023	BUY	$33.74 - $39.17 $466,522 - $541,603	13,827 New	13,827 $526 Million

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.44M

Call Options Held

Put Options Held

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

More about LVHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centurion Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centurion Wealth Management LLC with notifications on news.

Account

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