Ever Source Wealth Advisors, LLC Franklin International Low Vol Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 474 shares of LVHI stock, worth $16,651. This represents 0.0% of its overall portfolio holdings.
Number of Shares
474
Previous 779
39.15%
Holding current value
$16,651
Previous $25,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
247Shares Held
57.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.92MShares$278 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$98.7 Million0.01% of portfolio
-
Assetmark, Inc2.6MShares$91.4 Million0.2% of portfolio