Triad Wealth Partners, LLC Franklin U.S. Low Volatility H Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 15,506 shares of LVHD stock, worth $620,550. This represents 0.21% of its overall portfolio holdings.

Number of Shares
15,506
Holding current value
$620,550
% of portfolio
0.21%

Shares

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

Feb 06, 2025
BUY
$38.29 - $41.26 $593,724 - $639,777
15,506 New
15,506 $595 Million
Q2 2024

Jul 18, 2024
BUY
$34.89 - $36.95 $141,234 - $149,573
4,048 New
4,048 $145 Million

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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