Drive Wealth Management
FLBL icon

Drive Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Drive Wealth Management’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,443
Closed -$206K – 331
2024
Q2 		$206K Sell
8,443
-9,910
-54% -$242K 0.06% 280
2024
Q1 		$450K Buy
+18,353
New +$446K 0.13% 152

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Drive Wealth Management's FLBL Position: Q3 2024 in Review

Drive Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q3 2024, closing a stake of 8,443 shares — an estimated $206K sold.

Drive Wealth Management first reported a position in FLBL in Q1 2024 and held it in 2 quarters. The position peaked at $450K in Q1 2024. 108 funds tracked by Wall St. Rank hold FLBL as of Q3 2024.

  • Drive Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 8,443 Franklin Senior Loan ETF shares in Q3 2024, an estimated $206K.
  • Drive Wealth Management first reported a position in Franklin Senior Loan ETF in Q1 2024 and held it in 2 quarters.
  • Drive Wealth Management's Franklin Senior Loan ETF position peaked at $450K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.