Marotta Asset Management Franklin Templeton ETF Tr Transaction History
Marotta Asset Management
- $478 Million
- Q4 2024
A detailed history of Marotta Asset Management transactions in Franklin Templeton ETF Tr stock. As of the latest transaction made, Marotta Asset Management holds 253,432 shares of FLSW stock, worth $9.01 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
253,432
Previous 242,991
4.3%
Holding current value
$9.01 Million
Previous $8.76 Million
7.56%
% of portfolio
1.69%
Previous 1.72%
Shares
20 transactions
Others Institutions Holding FLSW
# of Institutions
24Shares Held
1.15MCall Options Held
0Put Options Held
0-
Morningstar Investment Management LLC Chicago, IL318KShares$11.3 Million0.8% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ190KShares$6.77 Million0.12% of portfolio
-
Innealta Capital, LLC Austin, TX96.4KShares$3.43 Million1.72% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA63.8KShares$2.27 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL48.4KShares$1.72 Million0.0% of portfolio