Intrepid Financial Planning Group LLC Franklin U.S. Low Volatility H Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q3 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,942 shares of LVHD stock, worth $268,933. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,942
Previous 7,222
3.88%
Holding current value
$268,933
Previous $258,000
9.3%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding LVHD
# of Institutions
86Shares Held
7.89MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.14MShares$44.1 Million0.1% of portfolio
-
Albion Financial Group1.14MShares$44.1 Million3.26% of portfolio
-
Morgan Stanley New York, NY1.06MShares$41 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC764KShares$29.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC511KShares$19.8 Million0.0% of portfolio