Purchases and Sales Made in Q4 2024 in Franklin Templeton ETF Trfrank (FLGV)
This table provides information about the institutional ownership of Franklin Templeton ETF Trfrank (FLGV) during Q4 2024. The information is specifically focused on institutions that hold shares of FRANKLIN TEMPLETON ETF TRFRANK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
244K+ 15.71% |
$4.89M - $5.15M
|
1.8M
$36.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
66.6K+ 42.5% |
$1.33M - $1.4M
|
223K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
46.2K+ 6.6% |
$925K - $973K
|
747K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$290K - $305K
|
14.5K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.56K+ 36.02% |
$171K - $180K
|
32.3K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 5.56% |
$40K - $42.1K
|
37.9K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
657+ 4.07% |
$13.2K - $13.8K
|
16.8K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 16.58% |
$661 - $695
|
232
$4.69K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-472- 3.04% |
$9.45K - $9.95K
|
15.1K
$304K
|