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

$1.27 Trillion
Q1 2025

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

223

Shares Held

46.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

6.4M
Shares

$210 Million
0.08% of portfolio
Morgan Stanley New York, NY

2.7M
Shares

$88.7 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

2.62M
Shares

$86.2 Million
0.07% of portfolio
Assetmark, Inc

2.51M
Shares

$82.4 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

2.19M
Shares

$71.9 Million
0.02% of portfolio

View Full List

About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
Sector ETFs
Industry ETFs

More about LVHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Account