Trademark Financial Management, LLC Franklin International Low Vol Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Trademark Financial Management, LLC holds 41,261 shares of LVHI stock, worth $1.25 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
41,261
Previous 34,587
19.3%
Holding current value
$1.25 Million
Previous $1.03 Billion
25.09%
% of portfolio
1.02%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
159Shares Held
27.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$94.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$63.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.86MShares$56.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$52.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$32.2 Million0.01% of portfolio