Institutional shares held 7.66 Million
0 calls
0 puts
Total value of holdings $308M
$0 calls
$0 puts
# of Institutions 113


Latest Institutional Activity in LVHD

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 8.8K ($354K)
Q4 2025
Wealthcare Capital Partners, LLC Shares Held: 16.2K ($651K)
Q4 2025
Centurion Wealth Management LLC Shares Held: 39.4K ($1.58M)
Q4 2025
Long View Wealth Management Shares Held: 8.79K ($353K)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 14.5K ($583K)

Top Sells

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 63.6K ($2.55M)
Q4 2025
Pallas Capital Advisors LLC Shares Held: 17.3K ($695K)
Q3 2025
Morgan Stanley Shares Held: 1.04M ($41.8M)
Q3 2025
Financial Engines Advisors L.L.C. Shares Held: 1.02M ($41.1M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 184K ($7.39M)

About LVHD

Track Institutional and Insider Activities on LVHD

Follow FRANKLIN U.S. LOW VOLATILITY H and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LVHD shares.

Notify only if

Insider Trading

Get notified when an Franklin U.S. Low Volatility H insider buys or sells LVHD shares.

Notify only if

News

Receive news related to FRANKLIN U.S. LOW VOLATILITY H

Track Activities on LVHD