Srs Capital Advisors, Inc. Franklin U.S. Low Volatility H Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,231 shares of LVHD stock, worth $87,321. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,231

Previous 2,210 0.95%

Holding current value

$87,321

Previous $89,000 4.49%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$38.29 - $41.26 $804 - $866	21 Added 0.95%	2,231 $85,000
Q3 2024 Nov 06, 2024	BUY	$35.49 - $40.72 $745 - $855	21 Added 0.96%	2,210 $89,000
Q2 2024 Aug 06, 2024	BUY	$34.89 - $36.95 $837 - $886	24 Added 1.11%	2,189 $78,000
Q1 2024 May 14, 2024	BUY	$34.51 - $36.86 $724 - $774	21 Added 0.98%	2,165 $79,000
Q4 2023 Feb 06, 2024	BUY	$32.68 - $36.76 $784 - $882	24 Added 1.13%	2,144 $77,000
Q3 2023 Nov 14, 2023	BUY	$33.77 - $38.5 $709 - $808	21 Added 1.0%	2,120 $71,000
Q2 2023 Aug 14, 2023	BUY	$35.34 - $37.79 $565 - $604	16 Added 0.77%	2,099 $76,000
Q1 2023 May 16, 2023	BUY	$35.39 - $39.04 $637 - $702	18 Added 0.87%	2,083 $77,000
Q4 2022 Feb 24, 2023	BUY	$33.74 - $39.17 $607 - $705	18 Added 0.88%	2,065 $78,000
Q3 2022 Nov 03, 2022	BUY	$34.16 - $40.23 $546 - $643	16 Added 0.79%	2,047 $70,000
Q2 2022 Aug 22, 2022	BUY	$35.76 - $41.12 $214 - $246	6 Added 0.3%	2,031 $77,000
Q1 2022 May 12, 2022	BUY	$37.52 - $40.27 $525 - $563	14 Added 0.7%	2,025 $80,000
Q4 2021 Feb 08, 2022	BUY	$36.22 - $40.04 $434 - $480	12 Added 0.6%	2,011 $81,000
Q3 2021 Nov 05, 2021	BUY	$35.99 - $38.25 $467 - $497	13 Added 0.65%	1,999 $72,000
Q2 2021 Aug 02, 2021	BUY	$35.09 - $37.38 $1,017 - $1,084	29 Added 1.48%	1,986 $72,000
Q4 2020 Feb 03, 2021	BUY	$29.15 - $32.87 $524 - $591	18 Added 0.93%	1,957 $63,000
Q3 2020 Nov 12, 2020	BUY	$27.93 - $30.5 $502 - $549	18 Added 0.94%	1,939 $57,000
Q2 2020 Aug 06, 2020	BUY	$24.39 - $31.96 $146 - $191	6 Added 0.31%	1,921 $55,000
Q1 2020 May 13, 2020	BUY	$21.7 - $34.63 $41,555 - $66,316	1,915 New	1,915 $49,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.63M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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Srs Capital Advisors, Inc. Franklin U.S. Low Volatility H Transaction History