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Atria Wealth Solutions’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Atria Wealth Solutions’s Portfolio FLCO Stock Details FLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,223
Closed -$218K – 1980
2024
Q1 		$218K Buy
+10,223
New +$218K ﹤0.01% 1774

Other funds holding FLCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Wealth Solutions's FLCO Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Franklin Investment Grade Corporate ETF (FLCO) in Q2 2024, closing a stake of 10,223 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in FLCO in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 34 funds tracked by Wall St. Rank hold FLCO as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Franklin Investment Grade Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,223 Franklin Investment Grade Corporate ETF shares in Q2 2024, an estimated $218K.
  • Atria Wealth Solutions first reported a position in Franklin Investment Grade Corporate ETF in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Franklin Investment Grade Corporate ETF position peaked at $218K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.