Insight Wealth Strategies, LLC Franklin International Low Vol Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
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 718,824 shares of LVHI stock, worth $24.4 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
718,824
Previous 718,863
0.01%
Holding current value
$24.4 Million
Previous $23.4 Million
0.06%
% of portfolio
3.16%
Previous 3.23%
Shares
6 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