Benchmark Financial Wealth Advisors, LLC Franklin International Low Vol Transaction History
Benchmark Financial Wealth Advisors, LLC
- $300 Million
- Q2 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 95,360 shares of LVHI stock, worth $3.35 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
95,360
Previous 87,750
8.67%
Holding current value
$3.35 Million
Previous $2.84 Million
9.26%
% of portfolio
1.03%
Previous 1.08%
Shares
7 transactions
Others Institutions Holding LVHI
# of Institutions
250Shares Held
57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.92MShares$279 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO3.65MShares$128 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.25MShares$114 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$98.8 Million0.01% of portfolio
-
Assetmark, Inc2.6MShares$91.5 Million0.2% of portfolio