Spire Wealth Management Franklin U.S. Low Volatility H Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Spire Wealth Management holds 400 shares of LVHD stock, worth $16,356. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 7,265 94.49%
Holding current value
$16,356
Previous $295,000 94.92%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 24, 2025
SELL
$38.29 - $41.26 $262,860 - $283,249
-6,865 Reduced 94.49%
400 $15,000
Q3 2024

Oct 15, 2024
BUY
$35.49 - $40.72 $6,388 - $7,329
180 Added 2.54%
7,265 $295,000
Q2 2024

Jul 31, 2024
SELL
$34.89 - $36.95 $1.5 Million - $1.59 Million
-42,992 Reduced 85.85%
7,085 $253,000
Q1 2024

Apr 24, 2024
BUY
$34.51 - $36.86 $47,278 - $50,498
1,370 Added 2.81%
50,077 $1.84 Million
Q4 2023

Feb 06, 2024
SELL
$32.68 - $36.76 $294,479 - $331,244
-9,011 Reduced 15.61%
48,707 $1.77 Million
Q3 2023

Nov 08, 2023
BUY
$33.77 - $38.5 $96,649 - $110,187
2,862 Added 5.22%
57,718 $1.96 Million
Q2 2023

Aug 09, 2023
BUY
$35.34 - $37.79 $242,149 - $258,937
6,852 Added 14.27%
54,856 $2.01 Million
Q1 2023

May 09, 2023
BUY
$35.39 - $39.04 $1.12 Million - $1.24 Million
31,677 Added 194.02%
48,004 $1.79 Million
Q4 2022

Feb 03, 2023
BUY
$33.74 - $39.17 $171,905 - $199,571
5,095 Added 45.36%
16,327 $621,000
Q3 2022

Nov 07, 2022
BUY
$34.16 - $40.23 $370,021 - $435,771
10,832 Added 2708.0%
11,232 $384,000
Q1 2021

May 21, 2021
BUY
$32.0 - $35.17 $12,800 - $14,068
400 New
400 $14,000

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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