Congress Wealth Management LLC Franklin Templeton ETF Trfrank Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
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 653,282 shares of FLGV stock, worth $13.4 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
653,282
Previous 612,158
6.72%
Holding current value
$13.4 Million
Previous $12.6 Million
6.61%
% of portfolio
0.14%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding FLGV
# of Institutions
36Shares Held
49MCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA36.4MShares$745 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC5.2MShares$106 Million0.01% of portfolio
-
Janney Montgomery Scott LLC2.1MShares$42.9 Million0.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.09MShares$22.3 Million0.05% of portfolio
-
Total Investment Management Inc Scottsdale, AZ778KShares$15.9 Million2.1% of portfolio