Lakeridge Wealth Management LLC Franklin International Low Vol Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
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 107,116 shares of LVHI stock, worth $3.35 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
107,116
Previous 104,762
2.25%
Holding current value
$3.35 Million
Previous $3.26 Billion
0.41%
% of portfolio
1.69%
Previous 1.79%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
164Shares Held
28.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$97.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$65.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.86MShares$58.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$54.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$33.2 Million0.01% of portfolio