WealthPLAN Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.65M Sell
150,667
-79,414
-35% -$1.92M 0.59% 43
2025
Q1
$5.54M Buy
230,081
+3,867
+2% +$93.1K 0.78% 33
2024
Q4
$5.49M Sell
226,214
-15,285
-6% -$371K 0.78% 32
2024
Q3
$5.86M Buy
241,499
+220,191
+1,033% +$5.34M 0.79% 31
2024
Q2
$520K Buy
+21,308
New +$520K 0.06% 203
2023
Q2
Sell
-939
Closed -$22.4K 1311
2023
Q1
$22.4K Buy
+939
New +$22.4K ﹤0.01% 703