Lakeridge Wealth Management LLC Franklin International Low Vol Transaction History
Lakeridge Wealth Management LLC
- $225 Billion
- Q3 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 118,814 shares of LVHI stock, worth $4.35 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
118,814
Previous 118,400
0.35%
Holding current value
$4.35 Million
Previous $3.85 Billion
7.13%
% of portfolio
1.84%
Previous 1.77%
Shares
5 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