Fermata Advisors, LLC Franklin International Low Vol Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Fermata Advisors, LLC holds 23,909 shares of LVHI stock, worth $812,666. This represents 0.23% of its overall portfolio holdings.
Number of Shares
23,909
Previous 225,733
89.41%
Holding current value
$812,666
Previous $7.34 Million
89.4%
% of portfolio
0.23%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
248Shares Held
56.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.92MShares$269 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO3.65MShares$124 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.25MShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$95.5 Million0.01% of portfolio
-
Assetmark, Inc2.6MShares$88.4 Million0.2% of portfolio