C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Franklin International Low Vol Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.18 Trillion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$27.46 - $29.84 $254,993 - $277,094	9,286 New	9,286 $277 Million

Others Institutions Holding LVHI

# of Institutions

158

Shares Held

27.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.12M
Shares

$97.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.09M
Shares

$65.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.86M
Shares

$57.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.74M
Shares

$54.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.06M
Shares

$33 Million
0.01% of portfolio

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About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
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