Congress Wealth Management LLC Franklin Templeton ETF Trfrank Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Franklin Templeton ETF Trfrank stock. As of the latest transaction made, Congress Wealth Management LLC holds 971,142 shares of FLGV stock, worth $19.8 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
971,142
Previous 832,571
16.64%
Holding current value
$19.8 Million
Previous $17.3 Million
14.74%
% of portfolio
0.35%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding FLGV
# of Institutions
30Shares Held
34.6MCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA30.1MShares$613 Million0.2% of portfolio
-
Janney Montgomery Scott LLC1.27MShares$25.8 Million0.08% of portfolio
-
Total Investment Management Inc Scottsdale, AZ665KShares$13.5 Million1.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC546KShares$11.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL240KShares$4.89 Million0.0% of portfolio