Perigon Wealth Management, LLC Franklin International Low Vol Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 36,158 shares of LVHI stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,158
Previous 22,104 63.58%
Holding current value
$1.19 Million
Previous $674,000 73.59%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$30.53 - $32.85 $429,068 - $461,673
14,054 Added 63.58%
36,158 $1.17 Million
Q4 2024

Jan 22, 2025
BUY
$29.98 - $31.57 $11,362 - $11,965
379 Added 1.74%
22,104 $674,000
Q3 2024

Oct 16, 2024
BUY
$28.72 - $31.28 $623,942 - $679,558
21,725 New
21,725 $675,000

Others Institutions Holding LVHI

# of Institutions
223
Shares Held
46.3M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN INTERNATIONAL LOW VOL

LVHI Quotes by TradingView
  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
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