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Larson Financial Group’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Larson Financial Group’s Portfolio FLIA Stock Details FLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22
Closed -$426 – 1729
2023
Q2 		$426 Buy
+22
New +$433 ﹤0.01% 1455

Other funds holding FLIA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Larson Financial Group's FLIA Position: Q3 2023 in Review

Larson Financial Group sold out of Franklin International Aggregate Bond ETF (FLIA) in Q3 2023, closing a stake of 22 shares — an estimated $426 sold.

Larson Financial Group first reported a position in FLIA in Q2 2023 and held it in 1 quarter. The position peaked at $426 in Q2 2023. 22 funds tracked by Wall St. Rank hold FLIA as of Q3 2023.

  • Larson Financial Group reported no remaining Franklin International Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Larson Financial Group sold 22 Franklin International Aggregate Bond ETF shares in Q3 2023, an estimated $426.
  • Larson Financial Group first reported a position in Franklin International Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Larson Financial Group's Franklin International Aggregate Bond ETF position peaked at $426 in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.