Lakeridge Wealth Management LLC Franklin International Low Vol Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 113,673 shares of LVHI stock, worth $3.64 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
113,673
Previous 107,116
6.12%
Holding current value
$3.64 Million
Previous $3.27 Billion
12.55%
% of portfolio
1.84%
Previous 1.69%
Shares
3 transactions
Others Institutions Holding LVHI
# of Institutions
216Shares Held
45.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.4MShares$205 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.7MShares$86.5 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.62MShares$84 Million0.07% of portfolio
-
Assetmark, Inc2.51MShares$80.3 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$70.1 Million0.02% of portfolio