Carson Wealth (CWM LLC)
FLGV icon

Carson Wealth (CWM LLC)’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLGV Stock Details FLGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46
Closed -$1K – 4695
2024
Q1 		$1K Buy
+46
New +$944 ﹤0.01% 4136

Other funds holding FLGV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLGV Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Franklin US Treasury Bond ETF (FLGV) in Q2 2024, closing a stake of 46 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FLGV in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 30 funds tracked by Wall St. Rank hold FLGV as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Franklin US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 46 Franklin US Treasury Bond ETF shares in Q2 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin US Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Franklin US Treasury Bond ETF position peaked at $1K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.