Plan Group Financial, LLC Franklin International Low Vol Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Plan Group Financial, LLC holds 129,360 shares of LVHI stock, worth $4.74 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
129,360
Previous 115,403 12.09%
Holding current value
$4.74 Million
Previous $3.76 Million 19.68%
% of portfolio
1.27%
Previous 1.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$32.69 - $35.19 $456,254 - $491,146
13,957 Added 12.09%
129,360 $4.5 Million
Q2 2025

Aug 13, 2025
BUY
$28.91 - $33.28 $2.04 Million - $2.35 Million
70,595 Added 157.55%
115,403 $3.76 Million
Q1 2025

May 09, 2025
BUY
$30.53 - $32.85 $1.37 Million - $1.47 Million
44,808 New
44,808 $1.45 Million

Others Institutions Holding LVHI

# of Institutions
250
Shares Held
60.8M
Call Options Held
0
Put Options Held
12.1K
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 Plan Group Financial, LLC Portfolio

Follow Plan Group 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email