Steward Partners Investment Advisory, LLC Franklin International Low Vol Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 9,090 shares of LVHI stock, worth $289,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,090
Previous 7,416 22.57%
Holding current value
$289,334
Previous $230,000 20.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
BUY
$29.98 - $31.57 $50,186 - $52,848
1,674 Added 22.57%
9,090 $277,000
Q3 2024

Nov 14, 2024
SELL
$28.72 - $31.28 $31,017 - $33,782
-1,080 Reduced 12.71%
7,416 $230,000
Q2 2024

Aug 08, 2024
BUY
$29.03 - $30.81 $159,519 - $169,300
5,495 Added 183.11%
8,496 $251,000
Q1 2024

May 15, 2024
SELL
$27.46 - $29.84 $5,492 - $5,968
-200 Reduced 6.25%
3,001 $89,000
Q4 2023

Feb 12, 2024
BUY
$26.39 - $28.5 $73,892 - $79,800
2,800 Added 698.25%
3,201 $88,000
Q2 2023

Aug 14, 2023
BUY
$26.62 - $27.89 $10,674 - $11,183
401 New
401 $10,000

Others Institutions Holding LVHI

# of Institutions
166
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN INTERNATIONAL LOW VOL

LVHI Quotes by TradingView
  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email