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 $3.38 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
109,154
Previous 60,378
80.78%
Holding current value
$3.38 Million
Previous $1.79 Million
89.6%
% of portfolio
1.21%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding LVHI
# of Institutions
163Shares Held
27.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$96.8 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$64.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.86MShares$57.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$54 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$32.9 Million0.01% of portfolio