LFPWM
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Leicht Financial Planning & Wealth Management’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Leicht Financial Planning & Wealth Management’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
Q1 		– Sell
-11,503
Closed -$240K – 21
2023
Q4 		$240K Buy
+11,503
New +$232K 0.14% 21

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's FLGV Position: Q1 2024 in Review

Leicht Financial Planning & Wealth Management sold out of Franklin US Treasury Bond ETF (FLGV) in Q1 2024, closing a stake of 11,503 shares — an estimated $240K sold.

Leicht Financial Planning & Wealth Management first reported a position in FLGV in Q4 2023 and held it in 1 quarter. The position peaked at $240K in Q4 2023. 29 funds tracked by Wall St. Rank hold FLGV as of Q1 2024.

  • Leicht Financial Planning & Wealth Management reported no remaining Franklin US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 11,503 Franklin US Treasury Bond ETF shares in Q1 2024, an estimated $240K.
  • Leicht Financial Planning & Wealth Management first reported a position in Franklin US Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's Franklin US Treasury Bond ETF position peaked at $240K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2024.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.