Iht Wealth Management, LLC Franklin Templeton ETF Tr Libe Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$47.07 - $53.46 $3.71 Million - $4.22 Million	78,869 Added 25.52%	387,976 $20.7 Million
Q4 2023 Feb 14, 2024	BUY	$40.75 - $48.36 $12 Million - $14.2 Million	293,306 Added 1856.25%	309,107 $14.9 Million
Q3 2023 Nov 14, 2023	BUY	$42.51 - $46.44 $54,710 - $59,768	1,287 Added 8.87%	15,801 $678,000
Q2 2023 Aug 14, 2023	SELL	$41.81 - $44.9 $2,048 - $2,200	-49 Reduced 0.34%	14,514 $651,000
Q1 2023 May 15, 2023	SELL	$41.25 - $45.55 $22,233 - $24,551	-539 Reduced 3.57%	14,563 $629,000
Q4 2022 Feb 14, 2023	SELL	$37.7 - $44.0 $10,819 - $12,628	-287 Reduced 1.86%	15,102 $627,000
Q3 2022 Nov 22, 2022	BUY	$37.44 - $44.4 $11,044 - $13,098	295 Added 1.95%	15,389 $576,000
Q2 2022 Aug 15, 2022	SELL	$37.41 - $45.42 $15,001 - $18,213	-401 Reduced 2.59%	15,094 $585,000
Q1 2022 May 16, 2022	SELL	$42.14 - $48.01 $200,965 - $228,959	-4,769 Reduced 23.53%	15,495 $697,000
Q4 2021 Feb 14, 2022	BUY	$43.76 - $48.36 $63,408 - $70,073	1,449 Added 7.7%	20,264 $980,000
Q3 2021 Nov 15, 2021	SELL	$43.69 - $46.79 $47,534 - $50,907	-1,088 Reduced 5.47%	18,815 $825,000
Q2 2021 Aug 16, 2021	BUY	$41.32 - $44.09 $29,378 - $31,347	711 Added 3.7%	19,903 $877,000
Q1 2021 May 18, 2021	BUY	$37.46 - $41.08 $14,010 - $15,363	374 Added 1.99%	19,192 $785,000
Q4 2020 Feb 17, 2021	SELL	$33.09 - $37.98 $50,693 - $58,185	-1,532 Reduced 7.53%	18,818 $715,000
Q3 2020 Nov 19, 2020	BUY	$30.47 - $34.68 $117,583 - $133,830	3,859 Added 23.4%	20,350 $673,000
Q2 2020 Aug 14, 2020	BUY	$23.6 - $32.57 $389,187 - $537,111	16,491 New	16,491 $504,000

Others Institutions Holding FLQM

# of Institutions

147

Shares Held

19.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.89M
Shares

$99.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.7M
Shares

$89.6 Million
0.04% of portfolio
Orgel Wealth Management, LLC

1.54M
Shares

$81 Million
2.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.4M
Shares

$73.9 Million
0.11% of portfolio

About FRANKLIN TEMPLETON ETF TR LIBE

Ticker FLQM
Sector ETFs
Industry ETFs

More about FLQM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.