Sage Mountain Advisors LLC Franklin Templeton ETF Tr Transaction History

Sage Mountain Advisors LLC

$1.16 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$28.57 - $33.15 $5,942 - $6,895	-208 Reduced 63.61%	119 $3,000
Q3 2023 Oct 25, 2023	BUY	$29.55 - $32.85 $9,662 - $10,741	327 New	327 $9,000

Others Institutions Holding FLSW

# of Institutions

19

Shares Held

1.11M

Call Options Held

0

Put Options Held

0

Morningstar Investment Management LLC Chicago, IL

318K
Shares

$10.2 Million
1.12% of portfolio
Marotta Asset Management

243K
Shares

$7.78 Million
1.72% of portfolio
Pgim Custom Harvest LLC Newark, NJ

177K
Shares

$5.66 Million
0.13% of portfolio
Innealta Capital, LLC Austin, TX

96.4K
Shares

$3.09 Million
1.73% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

65.2K
Shares

$2.09 Million
0.02% of portfolio

About FRANKLIN TEMPLETON ETF TR

Ticker FLSW
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