Montis Financial, LLC Franklin International Low Vol Transaction History

Montis Financial, LLC

$210 Million
Q1 2024

A detailed history of Montis Financial, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Montis Financial, LLC holds 15,203 shares of LVHI stock, worth $453,505. This represents 0.22% of its overall portfolio holdings.

Number of Shares

15,203

Holding current value

$453,505

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	BUY	$27.46 - $29.84 $417,474 - $453,657	15,203 New	15,203 $452,000

Others Institutions Holding LVHI

# of Institutions

125

Shares Held

17.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.12M
Shares

$63.2 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.96M
Shares

$58.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.56M
Shares

$46.5 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

834K
Shares

$24.9 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

749K
Shares

$22.3 Million
0.03% of portfolio

View Full List

About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
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Montis Financial, LLC Franklin International Low Vol Transaction History