Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 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 677,812 shares of FLEE stock, worth $23.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
677,812
Previous 663,973 2.08%
Holding current value
$23.4 Million
Previous $20.5 Million 10.57%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$27.51 - $34.48 $380,710 - $477,168
13,839 Added 2.08%
677,812 $22.7 Million
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
21
Shares Held
1.99M
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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