Defined Wealth Management, LLC Franklin Templeton Libertyq In Transaction History

Defined Wealth Management, LLC

$155 Million
Q2 2025

A detailed history of Defined Wealth Management, LLC transactions in Franklin Templeton Libertyq In stock. As of the latest transaction made, Defined Wealth Management, LLC holds 119,474 shares of FLQH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

119,474

Previous 121,021 1.28%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	N/A	-1,547 Reduced 1.28%	119,474 $0
Q1 2025 Apr 16, 2025	BUY	N/A	613 Added 0.51%	121,021 $0
Q4 2024 Jan 15, 2025	BUY	N/A	513 Added 0.43%	120,408 $0
Q3 2024 Oct 31, 2024	BUY	N/A	1,285 Added 1.08%	119,895 $0
Q2 2024 Aug 05, 2024	BUY	N/A	1,839 Added 1.57%	118,610 $0
Q1 2024 Apr 15, 2024	SELL	$0.0 - $30.69 $0 - $2,516	-82 Reduced 0.07%	116,771 $0
Q4 2023 Jan 09, 2024	BUY	$26.67 - $30.75 $91,718 - $105,749	3,439 Added 3.03%	116,853 $3.59 Million
Q3 2023 Oct 24, 2023	BUY	$0.0 - $30.19 $0 - $81,060	2,685 Added 2.42%	113,414 $3.17 Million
Q2 2023 Jul 28, 2023	BUY	$0.0 - $30.14 $0 - $225,748	7,490 Added 7.26%	110,729 $3.24 Million
Q1 2023 Apr 21, 2023	BUY	$26.86 - $29.24 $2.77 Million - $3.02 Million	103,239 New	103,239 $2.97 Million

Others Institutions Holding FLQH

# of Institutions

140

Shares Held

23.4M

Call Options Held

Put Options Held

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Defined Wealth Management, LLC Franklin Templeton Libertyq In Transaction History