Key Client Fiduciary Advisors, LLC Franklin Templeton ETF Tr Libe Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$57.47 - $61.21 $114 - $122	2 Added 0.02%	10,504 $615,000
Q3 2024 Oct 18, 2024	SELL	$52.31 - $58.18 $7,741 - $8,610	-148 Reduced 1.39%	10,502 $610,000
Q2 2024 Jul 16, 2024	SELL	$49.92 - $56.01 $94,848 - $106,419	-1,900 Reduced 15.14%	10,650 $591,000
Q4 2023 Jan 09, 2024	BUY	$41.57 - $47.86 $20,785 - $23,930	500 Added 4.15%	12,550 $598,000
Q3 2023 Nov 14, 2023	SELL	$42.87 - $45.67 $2,143 - $2,283	-50 Reduced 0.41%	12,050 $518,000
Q2 2023 Jul 13, 2023	BUY	$40.79 - $44.77 $118,291 - $129,833	2,900 Added 31.52%	12,100 $541,000
Q1 2023 Apr 25, 2023	BUY	$38.77 - $41.54 $19,385 - $20,770	500 Added 5.75%	9,200 $380,000
Q4 2022 Jan 17, 2023	SELL	$36.94 - $41.93 $2,770 - $3,144	-75 Reduced 0.85%	8,700 $0
Q3 2022 Oct 12, 2022	SELL	$36.61 - $43.01 $3,661 - $4,301	-100 Reduced 1.13%	8,775 $321,000
Q2 2022 Jul 19, 2022	BUY	$37.43 - $45.23 $17,592 - $21,258	470 Added 5.59%	8,875 $344,000
Q1 2022 Apr 18, 2022	SELL	$41.98 - $46.92 $11,124 - $12,433	-265 Reduced 3.06%	8,405 $377,000
Q4 2021 Mar 01, 2022	BUY	$42.05 - $47.2 $364,573 - $409,224	8,670 New	8,670 $408,000

Others Institutions Holding FLQL

# of Institutions

73

Shares Held

19.8M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

9.52M
Shares

$517 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.55M
Shares

$84 Million
0.01% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

1.44M
Shares

$78.5 Million
0.56% of portfolio
Steward Partners Investment Advisory, LLC

886K
Shares

$48.2 Million
0.47% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

784K
Shares

$42.6 Million
1.3% of portfolio

About FRANKLIN TEMPLETON ETF TR LIBE

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