Forefront Analytics, LLC Franklin International Low Vol Transaction History

Forefront Analytics, LLC

$104 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$28.91 - $33.28 $818,731 - $942,489	28,320 New	28,320 $921,000

Others Institutions Holding LVHI

# of Institutions

250

Shares Held

60.8M

Call Options Held

0

Put Options Held

12.1K

Lpl Financial LLC Fort Mill, SC

8.58M
Shares

$314 Million
0.09% of portfolio
Northwestern Mutual Wealth Management CO

3.71M
Shares

$136 Million
0.09% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$133 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$123 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.51M
Shares

$91.8 Million
0.02% of portfolio

About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
Sector ETFs
Industry ETFs

More about LVHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forefront Analytics, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forefront Analytics, LLC with notifications on news.