Cornerstone Wealth Group, LLC Franklin U.S. Low Volatility H Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding LVHD
# of Institutions
97Shares Held
6.61MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.12MShares$44.6 Million0.09% of portfolio
-
Morgan Stanley New York, NY991KShares$39.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC753KShares$29.9 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC470KShares$18.7 Million0.0% of portfolio
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Ubs Group Ag402KShares$16 Million0.0% of portfolio