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 867,123 shares of FLGB stock, worth $25.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

867,123

Previous 877,004 1.13%

Holding current value

$25.2 Million

Previous $23 Million 8.2%

% of portfolio

0.31%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.73 - $29.17 $254,238 - $288,228	-9,881 Reduced 1.13%	867,123 $24.9 Million
Q4 2024 Feb 11, 2025	SELL	$26.09 - $28.39 $47,196 - $51,357	-1,809 Reduced 0.21%	877,004 $23 Million
Q3 2024 Nov 12, 2024	SELL	$26.15 - $28.77 $322,638 - $354,964	-12,338 Reduced 1.38%	878,813 $25.1 Million
Q2 2024 Aug 13, 2024	SELL	$25.3 - $27.9 $357,362 - $394,087	-14,125 Reduced 1.56%	891,151 $23.4 Million
Q1 2024 Apr 18, 2024	BUY	$24.17 - $26.13 $64,268 - $69,479	2,659 Added 0.29%	905,276 $23.7 Million
Q4 2023 Feb 09, 2024	SELL	$22.74 - $25.45 $14.5 Million - $16.2 Million	-636,193 Reduced 41.34%	902,617 $22.7 Million
Q3 2023 Oct 30, 2023	SELL	$23.66 - $25.39 $328,542 - $352,565	-13,886 Reduced 0.89%	1,538,810 $36.8 Million
Q2 2023 Jul 13, 2023	SELL	$24.04 - $25.49 $645,786 - $684,737	-26,863 Reduced 1.7%	1,552,696 $37.9 Million
Q1 2023 Apr 14, 2023	SELL	$22.83 - $24.73 $538,924 - $583,776	-23,606 Reduced 1.47%	1,579,559 $38.2 Million
Q4 2022 Feb 02, 2023	SELL	$19.4 - $24.0 $1.59 Million - $1.97 Million	-81,885 Reduced 4.86%	1,603,165 $36.7 Million
Q3 2022 Nov 08, 2022	SELL	$19.16 - $23.44 $11.3 Million - $13.8 Million	-587,876 Reduced 25.86%	1,685,050 $33 Million
Q2 2022 Aug 11, 2022	BUY	$21.75 - $25.68 $42,869 - $50,615	1,971 Added 0.09%	2,272,926 $50.7 Million
Q1 2022 May 16, 2022	BUY	$23.19 - $26.43 $15.5 Million - $17.7 Million	668,661 Added 41.73%	2,270,955 $57.5 Million
Q4 2021 Feb 04, 2022	BUY	$24.06 - $25.72 $38.6 Million - $41.2 Million	1,602,294 New	1,602,294 $40.7 Million

Others Institutions Holding FLGB

# of Institutions

Shares Held

16.9M

Call Options Held

Put Options Held

View Full List

About FRANKLIN TEMPLETON ETF TR

Ticker FLGB
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Congress Wealth Management LLC Franklin Templeton ETF Tr Transaction History