Compass Wealth Management, Llc/Ga Franklin International Low Vol Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Franklin International Low Vol stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 397,575 shares of LVHI stock, worth $14.6 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
397,575
Previous 402,543
1.23%
Holding current value
$14.6 Million
Previous $13.1 Billion
5.44%
% of portfolio
6.12%
Previous 7.01%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
249Shares Held
60.8MCall Options Held
0Put Options Held
12.1K-
Lpl Financial LLC Fort Mill, SC8.58MShares$314 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO3.71MShares$136 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.63MShares$133 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$123 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.51MShares$91.8 Million0.02% of portfolio