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Prime Capital Investment Advisors’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Prime Capital Investment Advisors’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
2024
Q3 		– Sell
-12,265
Closed -$247K – 941
2024
Q2 		$247K Sell
12,265
-4,828
-28% -$97.1K ﹤0.01% 788
2024
Q1 		$346K Sell
17,093
-117
-0.7% -$2.35K ﹤0.01% 733
2023
Q4 		$351K Buy
+17,210
New +$340K 0.01% 696

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
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Prime Capital Investment Advisors's FLIA Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Franklin International Aggregate Bond ETF (FLIA) in Q3 2024, closing a stake of 12,265 shares — an estimated $247K sold.

Prime Capital Investment Advisors first reported a position in FLIA in Q4 2023 and held it in 3 quarters. The position peaked at $351K in Q4 2023. 24 funds tracked by Wall St. Rank hold FLIA as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Franklin International Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 12,265 Franklin International Aggregate Bond ETF shares in Q3 2024, an estimated $247K.
  • Prime Capital Investment Advisors first reported a position in Franklin International Aggregate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Franklin International Aggregate Bond ETF position peaked at $351K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.