Insight Wealth Strategies, LLC Franklin International Low Vol Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 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 586,010 shares of LVHI stock, worth $20.6 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
586,010
              Previous 718,824
              
        
           18.48%
        
      
          
        Holding current value
$20.6 Million
            Previous $23.4 Million
            
        
           12.97%
        
      
          
        % of portfolio
2.58%
            Previous 3.16%
          
        Shares
	  7 transactions
	
  Others Institutions Holding LVHI
# of Institutions
249Shares Held
57.8MCall Options Held
0Put Options Held
12.1K- 
    
      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