Tria Gen Wealth Management LLC Franklin Templeton Libertyq In Transaction History

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025

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 579,521 shares of FLQH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
579,521
Previous 468,136 23.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
111,385 Added 23.79%
579,521 $0
Q2 2025

Jul 23, 2025
BUY
N/A
55,055 Added 13.33%
468,136 $0
Q1 2025

May 13, 2025
BUY
N/A
22,499 Added 5.76%
413,081 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-101,179 Reduced 20.57%
390,582 $0
Q3 2024

Oct 18, 2024
BUY
N/A
20,107 Added 4.26%
491,761 $0
Q2 2024

Jul 18, 2024
BUY
N/A
12,101 Added 2.63%
471,654 $0
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
157
Shares Held
29M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON LIBERTYQ IN

FLQH Quotes by TradingView
  • Ticker FLQH
  • Sector ETFs
  • Industry ETFs
More about FLQH
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen 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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email