Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Franklin Liberty International Aggregate Bond Etf (FLIA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    0
Total shares held : 
14,742,334  
% of shares held : 
16.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
-423,903  
% of shares held change : 
  -0.47%  
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 :
4
 116,366
 0.79%
 
Increased Positions :
10
 614,887
 4.17%
 
Unchanged Positions :
4
 19,594
 0.13%
 
Decreased Positions :
6
-1,037,306
-7.04%
 
Closed Positions :
4
-117,850
-0.8%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FRANKLIN RESOURCES INC 274 - 2023-12-31 8,225,363 $167,715,000 -993,696
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 60 - 2024-03-31 6,343,075 $128,320,000 774,654
   LPL FINANCIAL CORP 1682 - 2023-12-31 242,976 $4,954,000 8,953
   BANK OF AMERICA CORP /DE/ 3165 - 2023-12-31 158,680 $3,235,000 -23,368
   KWB Wealth 36 - 2024-03-31 135,743 $2,746,000 16,999
   Brookstone Capital Management 416 - 2024-03-31 68,569 $1,387,000 -16,357
   JANE STREET GROUP LLC 3138 - 2023-12-31 51,751 $1,055,000 36,782
   ACT Advisors LLC. 17 - 2024-03-31 50,770 $1,027,000 -3,022
   Your Advocates Ltd. LLP 17 - 2023-12-31 43,475 $886,000 3,009
   REGAL INVESTMENT ADVISORS, LLC 263 - 2023-12-31 37,298 $761,000 1,396
   Visionary Wealth Advisors 285 - 2023-12-31 30,079 $613,000 1,726
   Opes Wealth Management LLC 71 - 2023-12-31 29,438 $600,000 60
   FAMILY CAPITAL TRUST CO 36 - 2024-03-31 22,346 $452,000 0
   Prime Capital Investment Advisors LLC *New 2023-12-31 17,210 $351,000 17,210
   Millington Financial Advisors LLC 63 - 2023-12-31 16,880 $344,000 -1,883
   Deschutes Portfolio Strategy LLC 147 - 2023-12-31 15,600 $318,000 0
   HIGHTOWER ADVISORS, LLC 2678 *New 2023-12-31 13,960 $284,000 13,960
   GUARANTY TRUST CO OF MISSOURI /MO/ 661 - 2024-03-31 5,168 $105,000 2,017
   PRIVATE TRUST CO NA 939 - 2024-03-31 3,985 $81,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 836 - 2023-12-31 2,086 $43,000 2,086
   Advisor Group Holdings Inc. 5014 - 2023-12-31 1,894 $39,000 -664
   ROYAL BANK OF CANADA 5884 *New 2023-12-31 270 $6,000 270
   PROEQUITIES INC. 5030 - 2023-12-31 0 $0 0
   UBS Group AG 7512 *Closed 2023-12-31 0 $0 -145
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3428 - 2023-12-31 9 $0 0
   Cetera Investment Advisers 2318 *Closed 2023-12-31 0 $0 -12,957
   CITADEL ADVISORS LLC 6425 *Closed 2023-12-31 0 $0 -103,557

  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results