Integrated Wealth Concepts LLC Franklin U.S. Low Volatility H Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,858 shares of LVHD stock, worth $845,791. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,858
Previous 21,246
1.83%
Holding current value
$845,791
Previous $782,000
4.48%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding LVHD
# of Institutions
90Shares Held
9.05MCall Options Held
0Put Options Held
0-
Albion Financial Group1.92MShares$77.7 Million5.21% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.16MShares$46.9 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.08MShares$43.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$41.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC554KShares$22.5 Million0.0% of portfolio