Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Franklin Templeton ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 663,973 shares of FLEE stock, worth $22.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
663,973
Previous 710,346 6.53%
Holding current value
$22.5 Million
Previous $19.7 Million 4.27%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$27.52 - $32.21 $1.28 Million - $1.49 Million
-46,373 Reduced 6.53%
663,973 $20.5 Million
Q4 2024

Feb 13, 2025
SELL
$27.72 - $30.7 $285,405 - $316,087
-10,296 Reduced 1.43%
710,346 $19.7 Million
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.27 $20.4 Million - $22.5 Million
720,642 New
720,642 $22.3 Million

Others Institutions Holding FLEE

# of Institutions
20
Shares Held
1.49M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TR

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