Concurrent Investment Advisors, LLC Franklin Templeton ETF Trfrank Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin Templeton ETF Trfrank stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 394,353 shares of FLGV stock, worth $8.13 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

394,353

Previous 339,010 16.32%

Holding current value

$8.13 Million

Previous $6.97 Billion 16.83%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$20.24 - $20.75 $1.12 Million - $1.15 Million	55,343 Added 16.32%	394,353 $8.14 Billion
Q2 2025 Jul 25, 2025	BUY	$20.16 - $20.7 $771,583 - $792,251	38,273 Added 12.73%	339,010 $6.97 Billion
Q1 2025 Apr 29, 2025	BUY	$19.92 - $20.57 $1.54 Million - $1.59 Million	77,513 Added 34.72%	300,737 $6.18 Billion
Q4 2024 Feb 03, 2025	BUY	$20.03 - $21.07 $1.33 Million - $1.4 Million	66,578 Added 42.5%	223,224 $4.49 Billion
Q3 2024 Oct 30, 2024	BUY	$20.11 - $21.26 $1.63 Million - $1.73 Million	81,209 Added 107.65%	156,646 $3.3 Billion

Q2 2024 Jul 30, 2024	BUY	$19.92 - $20.47 $1.24 Million - $1.28 Million	62,465 Added 481.54%	75,437 $1.53 Billion
Q1 2024 May 07, 2024	BUY	$20.3 - $20.86 $263,331 - $270,595	12,972 New	12,972 $266 Million

Others Institutions Holding FLGV

# of Institutions

Shares Held

51M

Call Options Held

Put Options Held

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About FRANKLIN TEMPLETON ETF TRFRANK

Ticker FLGV
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Franklin Templeton ETF Trfrank Transaction History