Robertson Stephens Wealth Management, LLC Franklin International Low Vol Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 20,004 shares of LVHI stock, worth $702,740. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,004
Previous 10,305
94.12%
Holding current value
$702,740
Previous $333,000
95.5%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
251Shares Held
57.9MCall Options Held
0Put Options Held
12.1K-
Lpl Financial LLC Fort Mill, SC7.92MShares$278 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO3.65MShares$128 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.25MShares$114 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$98.7 Million0.01% of portfolio
-
Assetmark, Inc2.6MShares$91.4 Million0.2% of portfolio