River Wealth Advisors LLC Franklin U.S. Low Volatility H Transaction History
River Wealth Advisors LLC
- $692 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding LVHD
# of Institutions
84Shares Held
8.35MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.16MShares$45.9 Million0.09% of portfolio
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Albion Financial Group1.14MShares$45.2 Million3.26% of portfolio
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Morgan Stanley New York, NY1.08MShares$42.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.03MShares$40.9 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC554KShares$22 Million0.0% of portfolio