Intrepid Financial Planning Group LLC Franklin U.S. Low Volatility H Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q2 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 7,222 shares of LVHD stock, worth $286,713. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,222
Previous 7,307
1.16%
Holding current value
$286,713
Previous $269,000
4.09%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding LVHD
# of Institutions
84Shares Held
8.35MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.16MShares$45.9 Million0.09% of portfolio
-
Albion Financial Group1.14MShares$45.2 Million3.26% of portfolio
-
Morgan Stanley New York, NY1.08MShares$42.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$40.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC554KShares$22 Million0.0% of portfolio