Marks Group Wealth Management, Inc Franklin Templeton ETF Tr Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$21.75 - $25.68 $314,940 - $371,846	-14,480 Reduced 45.44%	17,385 $388,000
Q1 2022 May 10, 2022	SELL	$23.19 - $26.43 $340,939 - $388,573	-14,702 Reduced 31.57%	31,865 $807,000
Q4 2021 Feb 14, 2022	SELL	$24.06 - $25.72 $2.01 Million - $2.14 Million	-83,381 Reduced 64.16%	46,567 $146,000
Q3 2021 Nov 15, 2021	SELL	$23.84 - $25.71 $1.1 Million - $1.18 Million	-45,955 Reduced 26.13%	129,948 $3.19 Million
Q2 2021 Aug 10, 2021	SELL	$24.11 - $26.05 $266,053 - $287,461	-11,035 Reduced 5.9%	175,903 $4.36 Million
Q1 2021 May 17, 2021	SELL	$22.26 - $24.32 $102,574 - $112,066	-4,608 Reduced 2.41%	186,938 $4.47 Million
Q4 2020 Feb 08, 2021	BUY	$18.38 - $22.66 $148,161 - $182,662	8,061 Added 4.39%	191,546 $4.28 Million
Q3 2020 Nov 10, 2020	SELL	$18.93 - $20.66 $27,959 - $30,514	-1,477 Reduced 0.8%	183,485 $3.53 Million
Q2 2020 Aug 10, 2020	BUY	$16.79 - $21.31 $376,179 - $477,450	22,405 Added 13.78%	184,962 $3.58 Million
Q1 2020 Apr 23, 2020	BUY	$14.63 - $25.45 $2.38 Million - $4.14 Million	162,557 New	162,557 $2.89 Million

Others Institutions Holding FLGB

# of Institutions

80

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

10.3M
Shares

$269 Million
0.02% of portfolio
Janus Henderson Group PLC London, X0

1.94M
Shares

$50.6 Million
0.03% of portfolio
Morningstar Investment Services LLC Chicago, IL

1.75M
Shares

$45.6 Million
0.51% of portfolio
Congress Wealth Management LLC Boston, MA

879K
Shares

$22.9 Million
0.35% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

542K
Shares

$14.1 Million
0.72% of portfolio

About FRANKLIN TEMPLETON ETF TR

Ticker FLGB
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