Iht Wealth Management, LLC Franklin U.S. Low Volatility H Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding LVHD
# of Institutions
94Shares Held
7.44MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.12MShares$44.2 Million0.09% of portfolio
-
Morgan Stanley New York, NY991KShares$39 Million0.0% of portfolio
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Albion Financial Group837KShares$32.9 Million2.25% of portfolio
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Lpl Financial LLC Fort Mill, SC750KShares$29.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC470KShares$18.5 Million0.0% of portfolio