Insight Wealth Strategies, LLC Franklin International Low Vol Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 585,938 shares of LVHI stock, worth $17.6 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
585,938
Previous 437,817
33.83%
Holding current value
$17.6 Million
Previous $13 Million
40.34%
% of portfolio
2.43%
Previous 1.86%
Shares
3 transactions
Others Institutions Holding LVHI
# of Institutions
159Shares Held
27.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$93.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$62.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.86MShares$55.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$52.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$31.9 Million0.01% of portfolio