Kwb Wealth Franklin Templeton ETF Tr Libe Transaction History

Kwb Wealth

$785 Million
Q1 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	SELL	$20.13 - $20.83 $49,358 - $51,075	-2,452 Reduced 1.82%	131,932 $2.74 Million
Q2 2024 Jul 23, 2024	SELL	$19.95 - $20.25 $27,112 - $27,519	-1,359 Reduced 1.0%	134,384 $2.71 Million
Q1 2024 Apr 19, 2024	BUY	$19.94 - $20.26 $338,960 - $344,399	16,999 Added 14.32%	135,743 $2.75 Million
Q4 2023 Jan 10, 2024	BUY	$19.28 - $20.42 $1.31 Million - $1.38 Million	67,738 Added 132.8%	118,744 $2.42 Million
Q3 2023 Oct 10, 2023	SELL	$19.3 - $19.83 $2,991 - $3,073	-155 Reduced 0.3%	51,006 $990,000
Q2 2023 Jul 24, 2023	BUY	$19.49 - $19.84 $997,127 - $1.02 Million	51,161 New	51,161 $1.01 Million

Others Institutions Holding FLIA

# of Institutions

31

Shares Held

24.4M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.97M
Shares

$203 Million
0.41% of portfolio
Franklin Resources Inc San Mateo, CA

9M
Shares

$183 Million
0.05% of portfolio
Hantz Financial Services, Inc.

3.85M
Shares

$78.4 Million
1.36% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$7.89 Million
0.0% of portfolio
Fundamentun, LLC Beachwood, OH

283K
Shares

$5.77 Million
0.37% of portfolio

About FRANKLIN TEMPLETON ETF TR LIBE

Ticker FLIA
Sector ETFs
Industry ETFs

More about FLIA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kwb Wealth with notifications on news.