Intrepid Financial Planning Group LLC Franklin U.S. Low Volatility H Transaction History

Intrepid Financial Planning Group LLC

$235 Million
Q3 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,054 shares of LVHD stock, worth $243,310. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,054

Previous 6,315 4.13%

Holding current value

$243,310

Previous $251,000 0.4%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$39.89 - $41.55 $10,411 - $10,844	-261 Reduced 4.13%	6,054 $250,000
Q2 2025 Aug 11, 2025	SELL	$37.37 - $40.85 $1,868 - $2,042	-50 Reduced 0.79%	6,315 $251,000
Q1 2025 May 13, 2025	SELL	$37.44 - $41.02 $18,982 - $20,797	-507 Reduced 7.38%	6,365 $260,000
Q4 2024 Feb 10, 2025	SELL	$38.29 - $41.26 $2,680 - $2,888	-70 Reduced 1.01%	6,872 $263,000
Q3 2024 Nov 04, 2024	SELL	$35.49 - $40.72 $9,937 - $11,401	-280 Reduced 3.88%	6,942 $282,000

Q2 2024 Aug 12, 2024	SELL	$34.89 - $36.95 $2,965 - $3,140	-85 Reduced 1.16%	7,222 $258,000
Q2 2023 Aug 09, 2023	SELL	$35.34 - $37.79 $6,891 - $7,369	-195 Reduced 2.6%	7,307 $267,000
Q1 2023 May 02, 2023	BUY	$35.39 - $39.04 $265,495 - $292,878	7,502 New	7,502 $279,000

Others Institutions Holding LVHD

# of Institutions

112

Shares Held

7.65M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

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Intrepid Financial Planning Group LLC Franklin U.S. Low Volatility H Transaction History