SHP Wealth Management’s Franklin FTSE Latin America FLLA Stock Holding History

SHP Wealth Management’s Portfolio FLLA Stock Details FLLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5K	Buy	+546	New	+$15K	﹤0.01%	793

Other funds holding FLLA

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

SHP Wealth Management's FLLA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Franklin FTSE Latin America (FLLA) in Q1 2026: 546 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

32 funds tracked by Wall St. Rank hold FLLA as of Q1 2026.

SHP Wealth Management held 546 shares of Franklin FTSE Latin America worth $15.5K as of Q1 2026.
Franklin FTSE Latin America was a new SHP Wealth Management position in Q1 2026.
Franklin FTSE Latin America made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #793 holding.
32 funds tracked by Wall St. Rank held Franklin FTSE Latin America as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.