Ae Wealth Management LLC Franklin Templeton ETF Trfrank Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$20.3 - $20.86 $12,383 - $12,724	610 Added 0.7%	87,725 $1.8 Million
Q4 2023 Feb 14, 2024	BUY	$19.61 - $20.9 $1.71 Million - $1.82 Million	87,115 New	87,115 $1.81 Million

Others Institutions Holding FLGV

# of Institutions

35

Shares Held

39.3M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

34.8M
Shares

$706 Million
0.21% of portfolio
Janney Montgomery Scott LLC

1.55M
Shares

$31.5 Million
0.09% of portfolio
Total Investment Management Inc Scottsdale, AZ

700K
Shares

$14.2 Million
1.65% of portfolio
Congress Wealth Management LLC Boston, MA

616K
Shares

$12.5 Million
0.18% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

537K
Shares

$10.9 Million
0.03% of portfolio

About FRANKLIN TEMPLETON ETF TRFRANK

Ticker FLGV
Sector ETFs
Industry ETFs

More about FLGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.