Insight Wealth Strategies, LLC Franklin International Low Vol Transaction History

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 718,863 shares of LVHI stock, worth $22.2 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
718,863
Previous 607,326 18.37%
Holding current value
$22.2 Million
Previous $18.5 Million 26.16%
% of portfolio
3.23%
Previous 2.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 03, 2025
BUY
$30.53 - $32.85 $3.41 Million - $3.66 Million
111,537 Added 18.37%
718,863 $23.4 Million
Q4 2024

Jan 06, 2025
BUY
$29.98 - $31.57 $641,212 - $675,219
21,388 Added 3.65%
607,326 $18.5 Million
Q3 2024

Oct 07, 2024
BUY
$28.72 - $31.28 $4.25 Million - $4.63 Million
148,121 Added 33.83%
585,938 $18.2 Million
Q2 2024

Jul 08, 2024
BUY
$29.03 - $30.81 $364,181 - $386,511
12,545 Added 2.95%
437,817 $13 Million
Q1 2024

Apr 05, 2024
BUY
$27.46 - $29.84 $11.7 Million - $12.7 Million
425,272 New
425,272 $12.7 Million

Others Institutions Holding LVHI

# of Institutions
182
Shares Held
32.5M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN INTERNATIONAL LOW VOL

LVHI Quotes by TradingView
  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
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