Institutional shares held 46.9 Million
0 calls
0 puts
Total value of holdings $1.55B
$0 calls
$0 puts
# of Institutions 222


Latest Institutional Activity in LVHI

Top Purchases

Q1 2025
Assetmark, Inc Shares Held: 2.51M ($83.1M)
Q1 2025
Lpl Financial LLC Shares Held: 6.4M ($212M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 2.62M ($86.9M)
Q1 2025
Wells Fargo & Company Shares Held: 2.19M ($72.5M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 549K ($18.2M)

Top Sells

Q1 2025
Perennial Investment Advisors, LLC Shares Held: 53K ($1.76M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 22.5K ($746K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 48.1K ($1.59M)
Q1 2025
Trademark Financial Management, LLC Shares Held: 28.2K ($936K)
Q1 2025
Frontier Asset Management, LLC Shares Held: 397K ($13.2M)

About LVHI

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