Congress Wealth Management LLC Franklin Templeton ETF Trfrank Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 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 615,549 shares of FLGV stock, worth $12.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
615,549
Previous 616,003 0.07%
Holding current value
$12.5 Million
Previous $13 Million 4.54%
% of portfolio
0.18%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$20.03 - $21.07 $9,093 - $9,565
-454 Reduced 0.07%
615,549 $12.4 Million
Q3 2024

Nov 12, 2024
SELL
$20.11 - $21.26 $7.23 Million - $7.64 Million
-359,369 Reduced 36.84%
616,003 $13 Million
Q2 2024

Aug 13, 2024
BUY
$19.92 - $20.47 $84,261 - $86,588
4,230 Added 0.44%
975,372 $19.8 Million
Q1 2024

Apr 18, 2024
BUY
$20.3 - $20.86 $2.81 Million - $2.89 Million
138,571 Added 16.64%
971,142 $19.9 Million
Q4 2023

Feb 09, 2024
SELL
$19.61 - $20.9 $569,297 - $606,747
-29,031 Reduced 3.37%
832,571 $17.3 Million
Q3 2023

Oct 30, 2023
BUY
$19.92 - $20.86 $516,087 - $540,440
25,908 Added 3.1%
861,602 $17.2 Million
Q2 2023

Jul 13, 2023
BUY
$20.74 - $21.41 $17 Million - $17.5 Million
818,315 Added 4708.64%
835,694 $17.4 Million
Q1 2023

Apr 14, 2023
SELL
$20.51 - $21.35 $32,057 - $33,370
-1,563 Reduced 8.25%
17,379 $368,000
Q4 2022

Feb 02, 2023
SELL
$20.3 - $21.24 $345 - $361
-17 Reduced 0.09%
18,942 $392,000
Q3 2022

Nov 08, 2022
BUY
$20.68 - $22.13 $392,072 - $419,562
18,959 New
18,959 $395,000

Others Institutions Holding FLGV

# of Institutions
35
Shares Held
39.3M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TRFRANK

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