Martel Wealth Advisors
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Martel Wealth Advisors’s Franklin FTSE Europe ETF FLEE Stock Holding History

Martel Wealth Advisors’s Portfolio FLEE Stock Details FLEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,438
Closed -$226K – 71
2024
Q3 		$226K Sell
7,438
-1,000
-12% -$29.9K 0.05% 49
2024
Q2 		$245K Hold
8,438
– – 0.05% 46
2024
Q1 		$251K Sell
8,438
-2,000
-19% -$56.9K 0.05% 47
2023
Q4 		$294K Hold
10,438
– – 0.07% 39
2023
Q3 		$266K Hold
10,438
– – 0.07% 42
2023
Q2 		$281K Hold
10,438
– – 0.07% 42
2023
Q1 		$277K Buy
+10,438
New +$270K 0.07% 40

Other funds holding FLEE

EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Treasure Coast Financial Planning
Treasure Coast Financial Planning Vero Beach, Florida $210M AUM 8.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Martel Wealth Advisors's FLEE Position: Q4 2024 in Review

Martel Wealth Advisors sold out of Franklin FTSE Europe ETF (FLEE) in Q4 2024, closing a stake of 7,438 shares — an estimated $226K sold.

Martel Wealth Advisors first reported a position in FLEE in Q1 2023 and held it in 7 quarters. The position peaked at $294K in Q4 2023. 19 funds tracked by Wall St. Rank hold FLEE as of Q4 2024.

  • Martel Wealth Advisors reported no remaining Franklin FTSE Europe ETF position as of Q4 2024 after selling out during the quarter.
  • Martel Wealth Advisors sold 7,438 Franklin FTSE Europe ETF shares in Q4 2024, an estimated $226K.
  • Martel Wealth Advisors first reported a position in Franklin FTSE Europe ETF in Q1 2023 and held it in 7 quarters.
  • Martel Wealth Advisors's Franklin FTSE Europe ETF position peaked at $294K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Franklin FTSE Europe ETF as of Q4 2024.

Based on Martel Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.