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 $23.5 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
718,824
Previous 718,863
0.01%
Holding current value
$23.5 Million
Previous $23.4 Million
0.06%
% of portfolio
3.16%
Previous 3.23%
Shares
6 transactions
Others Institutions Holding LVHI
# of Institutions
223Shares Held
47MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.4MShares$209 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.7MShares$88.2 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.62MShares$85.7 Million0.07% of portfolio
-
Assetmark, Inc2.51MShares$82 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$71.5 Million0.02% of portfolio