Montis Financial, LLC Franklin International Low Vol Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Montis Financial, LLC holds 166,022 shares of LVHI stock, worth $6.08 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

166,022

Previous 174,409 4.81%

Holding current value

$6.08 Million

Previous $5.68 Million 1.62%

% of portfolio

1.34%

Previous 1.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$32.69 - $35.19 $274,171 - $295,138	-8,387 Reduced 4.81%	166,022 $5.77 Million
Q2 2025 Jul 17, 2025	BUY	$28.91 - $33.28 $110,754 - $127,495	3,831 Added 2.25%	174,409 $5.68 Million
Q1 2025 May 02, 2025	BUY	$30.53 - $32.85 $1.57 Million - $1.69 Million	51,320 Added 43.03%	170,578 $5.52 Million
Q4 2024 Feb 10, 2025	BUY	$29.98 - $31.57 $302,917 - $318,983	10,104 Added 9.26%	119,258 $3.64 Million
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

250

Shares Held

60.8M

Call Options Held

Put Options Held

12.1K

View Full List

About FRANKLIN INTERNATIONAL LOW VOL

Ticker LVHI
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Montis Financial, LLC Franklin International Low Vol Transaction History