Congress Wealth Management LLC Franklin Templeton ETF Tr Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Franklin Templeton ETF Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 374,020 shares of FLCH stock, worth $8.64 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
374,020
Previous 339,697 10.1%
Holding current value
$8.64 Million
Previous $6.25 Million 27.82%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$17.31 - $22.91 $594,131 - $786,339
34,323 Added 10.1%
374,020 $7.99 Million
Q4 2024

Feb 11, 2025
BUY
$18.27 - $23.64 $33,580 - $43,450
1,838 Added 0.54%
339,697 $6.25 Million
Q3 2024

Nov 12, 2024
BUY
$15.81 - $20.11 $238,699 - $303,620
15,098 Added 4.68%
337,859 $6.79 Million
Q2 2024

Aug 13, 2024
BUY
$15.49 - $18.66 $5 Million - $6.02 Million
322,761 New
322,761 $5.35 Million

Others Institutions Holding FLCH

# of Institutions
40
Shares Held
3.74M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TR

FLCH Quotes by TradingView
  • Ticker FLCH
  • Sector ETFs
  • Industry ETFs
More about FLCH
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