Compass Wealth Management, Llc/Ga Franklin International Low Vol Call Options Transaction History

Compass Wealth Management, Llc/Ga

$226 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LVHI

# of Institutions

249

Shares Held

60.8M

Call Options Held

0

Put Options Held

12.1K

Lpl Financial LLC Fort Mill, SC

8.58M
Shares

$314 Million
0.09% of portfolio
Northwestern Mutual Wealth Management CO

3.71M
Shares

$136 Million
0.09% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$133 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$123 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.51M
Shares

$91.8 Million
0.02% of portfolio

About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
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