VWM
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Venturi Wealth Management’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

Venturi Wealth Management’s Portfolio FLGB Stock Details FLGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,516
Closed -$92.1K – 1016
2024
Q4 		$92.1K Hold
3,516
– – ﹤0.01% 818
2024
Q3 		$100K Buy
+3,516
New +$96.7K 0.01% 568

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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GIA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPWP
Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Venturi Wealth Management's FLGB Position: Q1 2025 in Review

Venturi Wealth Management sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q1 2025, closing a stake of 3,516 shares — an estimated $92.1K sold.

Venturi Wealth Management first reported a position in FLGB in Q3 2024 and held it in 2 quarters. The position peaked at $100K in Q3 2024. 76 funds tracked by Wall St. Rank hold FLGB as of Q1 2025.

  • Venturi Wealth Management reported no remaining Franklin FTSE United Kingdom ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,516 Franklin FTSE United Kingdom ETF shares in Q1 2025, an estimated $92.1K.
  • Venturi Wealth Management first reported a position in Franklin FTSE United Kingdom ETF in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Franklin FTSE United Kingdom ETF position peaked at $100K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.