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Raymond James Trust’s Franklin Senior Loan ETF FLBL Stock Holding History

Raymond James Trust’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$243K Buy
+10,000
New +$243K 0.01% 1153

Other funds holding FLBL

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Raymond James Trust's FLBL Position: Q3 2024 in Review

Raymond James Trust opened a new position in Franklin Senior Loan ETF (FLBL) in Q3 2024: 10,000 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #1153 among its holdings.

107 funds tracked by Wall St. Rank hold FLBL as of Q3 2024.

  • Raymond James Trust held 10,000 shares of Franklin Senior Loan ETF worth $243K as of Q3 2024.
  • Franklin Senior Loan ETF was a new Raymond James Trust position in Q3 2024.
  • Franklin Senior Loan ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1153 holding.
  • 107 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.