A detailed history of Circle Wealth Management, LLC transactions in Franklin Templeton ETF Tr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 22,343 shares of FLCA stock, worth $826,467. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,343
Previous 22,343 -0.0%
Holding current value
$826,467
Previous $775,000 3.48%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$30.09 - $32.44 $672,300 - $724,806
22,343 New
22,343 $672,000

Others Institutions Holding FLCA

About FRANKLIN TEMPLETON ETF TR


  • Ticker FLCA
  • Sector ETFs
  • Industry ETFs
More about FLCA
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.