Moneywise, Inc. Franklin U.S. Low Volatility H Transaction History
Moneywise, Inc.
- $193 Million
- Q3 2024
Shares
11 transactions
Others Institutions Holding LVHD
# of Institutions
85Shares Held
7.46MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.14MShares$44.6 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.06MShares$41.4 Million0.0% of portfolio
-
Albion Financial Group837KShares$32.8 Million2.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC764KShares$29.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC511KShares$20 Million0.0% of portfolio