Concurrent Investment Advisors, LLC Franklin International Low Vol Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 85,539 shares of LVHI stock, worth $3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
85,539
Previous 57,675 48.31%
Holding current value
$3 Million
Previous $1.88 Billion 58.34%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$32.69 - $35.19 $910,874 - $980,534
27,864 Added 48.31%
85,539 $2.97 Billion
Q2 2025

Jul 25, 2025
BUY
$28.91 - $33.28 $1.67 Million - $1.92 Million
57,675 New
57,675 $1.88 Billion

Others Institutions Holding LVHI

# of Institutions
251
Shares Held
57.9M
Call Options Held
0
Put Options Held
12.1K
View Full List

About FRANKLIN INTERNATIONAL LOW VOL

LVHI Quotes by TradingView
  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
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