Financial Advocates Investment Management Franklin U.S. Low Volatility H Transaction History
Financial Advocates Investment Management
- $1.72 Billion
- Q1 2024
Shares
6 transactions
Others Institutions Holding LVHD
# of Institutions
93Shares Held
10.7MCall Options Held
0Put Options Held
0-
Albion Financial Group1.93MShares$68.6 Million5.53% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$42.2 Million0.1% of portfolio
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Morgan Stanley New York, NY1.15MShares$40.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.07MShares$38 Million0.02% of portfolio
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Allworth Financial LP711KShares$25.3 Million0.19% of portfolio