Montis Financial, LLC Franklin International Low Vol Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Montis Financial, LLC holds 109,154 shares of LVHI stock, worth $3.4 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
109,154
Previous 60,378 80.78%
Holding current value
$3.4 Million
Previous $1.79 Million 89.6%
% of portfolio
1.21%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$28.72 - $31.28 $1.4 Million - $1.53 Million
48,776 Added 80.78%
109,154 $3.39 Million
Q2 2024

Aug 07, 2024
BUY
$29.03 - $30.81 $1.31 Million - $1.39 Million
45,175 Added 297.15%
60,378 $1.79 Million
Q1 2024

Apr 16, 2024
BUY
$27.46 - $29.84 $417,474 - $453,657
15,203 New
15,203 $452,000

Others Institutions Holding LVHI

# of Institutions
152
Shares Held
22.7M
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
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email