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AWS
Atria Wealth Solutions’s
Franklin US Core Bond ETF
FLCB
Stock Holding History
Atria Wealth Solutions’s Portfolio
FLCB Stock Details
FLCB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.26M
Sell
58,776
-61,120
-51%
-$1.3M
0.03%
559
2025
Q1
$2.58M
Buy
119,896
+4,101
+4%
+$87.1K
0.03%
544
2024
Q4
$2.44M
Buy
115,795
+5,784
+5%
+$124K
0.03%
575
2024
Q3
$2.42M
Buy
110,011
+20,024
+22%
+$434K
0.03%
561
2024
Q2
$1.9M
Buy
89,987
+26,542
+42%
+$558K
0.02%
639
2024
Q1
$1.35M
Buy
63,445
+9,261
+17%
+$197K
0.02%
778
2023
Q4
$1.17M
Buy
54,184
+3,161
+6%
+$65.5K
0.01%
803
2023
Q3
$1.05M
Buy
51,023
+6,232
+14%
+$131K
0.01%
791
2023
Q2
$959K
Buy
44,791
+15,278
+52%
+$330K
0.01%
849
2023
Q1
$642K
Buy
29,513
+16,858
+133%
+$363K
0.01%
1000
2022
Q4
$268K
Buy
12,655
+2,367
+23%
+$49.8K
﹤0.01%
1428
2022
Q3
$216K
Buy
+10,288
New
+$226K
﹤0.01%
1514
2022
Q2
–
Sell
-9,298
Closed
-$218K
–
1724
2022
Q1
$218K
Buy
+9,298
New
+$225K
﹤0.01%
1532
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1-Year Est. Return
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$18.5B AUM
23.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
HFS
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Southfield, Michigan
$6.56B AUM
16.11%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CF
Convergence Financial
Columbia, Missouri
$943M AUM
17.04%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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