Tria Gen Wealth Management LLC Franklin Templeton Libertyq In Transaction History

Tria Gen Wealth Management LLC

$221 Million
Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Franklin Templeton Libertyq In stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 459,553 shares of FLQH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

459,553

Previous 302,592 51.87%

Holding current value

Previous $9.3 Million 100.0%

% of portfolio

0.0%

Previous 4.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$0.0 - $30.69 $0 - $4.82 Million	156,961 Added 51.87%	459,553 $0
Q4 2023 Jan 22, 2024	SELL	$26.67 - $30.75 $2.95 Million - $3.4 Million	-110,460 Reduced 26.74%	302,592 $9.3 Million
Q3 2023 Oct 23, 2023	BUY	$0.0 - $30.19 $0 - $678,067	22,460 Added 5.75%	413,052 $11.5 Million
Q2 2023 Aug 08, 2023	BUY	$0.0 - $30.14 $0 - $883,885	29,326 Added 8.12%	390,592 $11.4 Million
Q1 2023 Apr 24, 2023	BUY	$26.86 - $29.24 $272,924 - $297,107	10,161 Added 2.89%	361,266 $10.4 Million

Q4 2022 Feb 09, 2023	BUY	$22.23 - $27.38 $2.77 Million - $3.41 Million	124,721 Added 55.09%	351,105 $9.37 Million
Q3 2022 Oct 21, 2022	BUY	$22.28 - $27.28 $5.04 Million - $6.18 Million	226,384 New	226,384 $5.04 Million

Others Institutions Holding FLQH

# of Institutions

Shares Held

13.6M

Call Options Held

Put Options Held

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About FRANKLIN TEMPLETON LIBERTYQ IN

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Tria Gen Wealth Management LLC Franklin Templeton Libertyq In Transaction History