Wetherby Asset Management Inc Franklin U.S. Low Volatility H Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Wetherby Asset Management Inc holds 15,408 shares of LVHD stock, worth $619,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,408
Previous 15,708 1.91%
Holding current value
$619,247
Previous $626,000 1.6%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$39.89 - $41.55 $11,967 - $12,465
-300 Reduced 1.91%
15,408 $636,000
Q2 2019

Jul 25, 2019
BUY
N/A
15,708 New
15,708 $505,000

Others Institutions Holding LVHD

# of Institutions
113
Shares Held
7.66M
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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