Concurrent Investment Advisors, LLC Franklin International Low Vol Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 85,539 shares of LVHI stock, worth $3.14 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
85,539
Previous 57,675
48.31%
Holding current value
$3.14 Million
Previous $1.88 Billion
58.34%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
250Shares Held
60.8MCall Options Held
0Put Options Held
12.1K-
Lpl Financial LLC Fort Mill, SC8.58MShares$314 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO3.71MShares$136 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.63MShares$133 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$123 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.51MShares$91.8 Million0.02% of portfolio