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Get Institutions for : 
Franklin Liberty Us Treasury Bond Etf (FLGV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    3
Total shares held : 
22,434,322  
% of shares held : 
24.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
851,521  
% of shares held change : 
  0.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 301,826
 1.35%
 
Increased Positions :
12
 1,994,394
 8.89%
 
Unchanged Positions :
5
 8,439
 0.04%
 
Decreased Positions :
6
-58,997
-0.26%
 
Closed Positions :
6
-1,385,702
-6.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FRANKLIN RESOURCES INC 133 - 2024-03-31 30,129,801 $617,360,000 11,065,564
   JANNEY MONTGOMERY SCOTT LLC 260 - 2024-03-31 1,269,281 $26,008,000 639,183
   Congress Wealth Management LLC / DE / 69 - 2024-03-31 971,142 $19,899,000 138,571
   TOTAL INVESTMENT MANAGEMENT INC 12 - 2024-03-31 664,576 $13,617,000 18,209
   LPL FINANCIAL CORP 1255 - 2024-03-31 545,887 $11,185,000 6,952
   RAYMOND JAMES & ASSOCIATES 1589 - 2024-03-31 240,411 $4,926,000 37,203
   ENVESTNET ASSET MANAGEMENT INC 2259 - 2024-03-31 158,785 $3,254,000 41,483
   TRANSAMERICA FINANCIAL ADVISORS, INC. 86 - 2024-03-31 152,456 $3,124,000 139,558
   AE Wealth Management LLC 513 - 2024-03-31 87,725 $1,797,000 610
   Cetera Investment Advisers 820 - 2024-03-31 59,072 $1,210,000 1,319
   Advisor Group Holdings Inc. 2224 - 2024-03-31 54,354 $1,114,000 646
   Envestnet Portfolio Solutions Inc. 917 - 2024-03-31 39,918 $818,000 10,189
   Atria Wealth Solutions Inc. 1012 - 2024-03-31 38,317 $785,000 17,762
   VALMARK ADVISERS INC 318 - 2024-03-31 35,025 $718,000 472
   JANE STREET GROUP LLC 3714 - 2024-03-31 27,746 $569,000 27,746
   FINANCIAL NETWORK 2008 - 2024-03-31 21,370 $438,000 5,414
   J P MORGAN CHASE & CO 4058 - 2024-03-31 13,247 $271,000 7,362
   Concurrent Investment Advisors LLC 702 *New 2024-03-31 12,972 $266,000 12,972
   Geneos Wealth Management Inc. 669 - 2024-03-31 11,073 $227,000 431
   LOCKERMAN FINANCIAL GROUP INC. 98 - 2024-03-31 10,445 $214,000 -165
   MORGAN STANLEY 5535 - 2024-03-31 9,661 $198,000 9,661
   Householder Group Estate & Retirement Specialist L 257 - 2024-03-31 8,442 $173,000 -367
   Key Financial Inc 320 - 2024-03-31 5,065 $104,000 0
   Westside Investment Management Inc. 376 - 2024-03-31 2,000 $41,000 0
   HANSON MCCLAIN, INC. 1585 - 2024-03-31 1,309 $27,000 0
   Goss Wealth Management LLC 2739 *New 2024-03-31 694 $14,000 694
   UBS Group AG 5854 *New 2024-03-31 673 $14,000 673
   Riggs Asset Managment Co. Inc. 395 - 2024-03-31 65 $1,000 0
   CWM LLC 4052 *New 2024-03-31 46 $1,000 46
   Leicht Financial Planning & Wealth Management Inc. 21 *Closed 2024-03-31 0 $0 -11,503
   PROEQUITIES INC. 3769 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6212 *Closed 2024-03-31 0 $0 -33,449
   Kozak & Associates Inc. 439 *New 2024-03-31 0 $0 0

  33 Records found
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