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Cornerstone Planning Group’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

Cornerstone Planning Group’s Portfolio FLGB Stock Details FLGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-132
Closed -$3.46K – 1321
2024
Q2 		$3.46K Sell
132
-68
-34% -$1.82K ﹤0.01% 649
2024
Q1 		$5.37K Buy
+200
New +$5.01K ﹤0.01% 507

Other funds holding FLGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPWP
Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return

Cornerstone Planning Group's FLGB Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q3 2024, closing a stake of 132 shares — an estimated $3.46K sold.

Cornerstone Planning Group first reported a position in FLGB in Q1 2024 and held it in 2 quarters. The position peaked at $5.37K in Q1 2024. 80 funds tracked by Wall St. Rank hold FLGB as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Franklin FTSE United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 132 Franklin FTSE United Kingdom ETF shares in Q3 2024, an estimated $3.46K.
  • Cornerstone Planning Group first reported a position in Franklin FTSE United Kingdom ETF in Q1 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Franklin FTSE United Kingdom ETF position peaked at $5.37K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.