LWL
Leo Wealth LLC’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
+59,202
| New | +$3.22M | 0.25% | 75 |
|
|
2025
Q1 | – | Sell |
-95,859
| Closed | -$5.21M | – | 314 |
|
|
2024
Q4 | $5.21M | Buy |
95,859
+10,508
| +12% | +$571K | 0.47% | 42 |
|
|
2024
Q3 | $4.75M | Buy |
85,351
+29,284
| +52% | +$1.63M | 0.43% | 39 |
|
|
2024
Q2 | $2.85M | Sell |
56,067
-35,929
| -39% | -$1.82M | 0.29% | 64 |
|
|
2024
Q1 | $4.89M | Buy |
91,996
+17,302
| +23% | +$920K | 0.5% | 37 |
|
|
2023
Q4 | $3.86M | Buy |
+74,694
| New | +$3.86M | 0.4% | 41 |
|