Integrated Wealth Concepts LLC Franklin International Low Vol Transaction History

Integrated Wealth Concepts LLC

  • $6.69 Billion
  • Q1 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 61,916 shares of LVHI stock, worth $1.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
61,916
Previous 60,924 1.63%
Holding current value
$1.86 Million
Previous $1.69 Million 9.38%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$27.46 - $29.84 $27,240 - $29,601
992 Added 1.63%
61,916 $1.84 Million
Q4 2023

Feb 13, 2024
BUY
$26.39 - $28.5 $1.61 Million - $1.74 Million
60,924 New
60,924 $1.69 Million

Others Institutions Holding LVHI

# of Institutions
125
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN INTERNATIONAL LOW VOL

LVHI Quotes by TradingView
  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email