Trademark Financial Management, LLC Franklin International Low Vol Transaction History
Trademark Financial Management, LLC
- $131 Billion
- Q1 2025
A detailed history of Trademark Financial Management, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Trademark Financial Management, LLC holds 28,221 shares of LVHI stock, worth $904,200. This represents 0.7% of its overall portfolio holdings.
Number of Shares
28,221
Previous 41,839
32.55%
Holding current value
$904,200
Previous $1.28 Billion
28.46%
% of portfolio
0.7%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding LVHI
# of Institutions
222Shares Held
46.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.4MShares$205 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.7MShares$86.5 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.62MShares$84 Million0.07% of portfolio
-
Assetmark, Inc2.51MShares$80.3 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$70.1 Million0.02% of portfolio