Long View Wealth Management Franklin U.S. Low Volatility H Transaction History
Long View Wealth Management
- $369 Billion
- Q3 2025
A detailed history of Long View Wealth Management transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Long View Wealth Management holds 7,970 shares of LVHD stock, worth $320,314. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,970
Previous 5,201
53.24%
Holding current value
$320,314
Previous $207 Million
58.93%
% of portfolio
0.09%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding LVHD
# of Institutions
112Shares Held
7.65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.04MShares$41.8 Million0.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.02MShares$41.1 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC872KShares$35 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC831KShares$33.4 Million0.01% of portfolio
-
Ubs Group Ag403KShares$16.2 Million0.0% of portfolio