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Franklin Templeton Etf Tr liberty sr ln shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Franklin Templeton Etf Tr liberty sr ln (FLBL) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Franklin Templeton Etf Tr liberty sr ln

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All positions including Franklin Templeton Etf Tr liberty sr ln held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Templeton Etf Tr liberty sr ln by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $37M 1.5M 24.23
2025-03-31 $37M 1.5M 24.07
2024-12-31 $20M 840k 24.27

More positions owned by Keudell/Morrison Wealth Management

Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Franklin Templeton Etf Tr liberty sr ln

Franklin Resources
New York Life Investment Management
Hantz Financial Services
Keudell/Morrison Wealth Management
LPL Financial
Ameriprise Financial
Envestnet Asset Management
WealthPlan Investment Management
Prevail Innovative Wealth Advisors
Bank of New York Mellon
Advisor Group Holdings
Curran Financial Partners
Prentice Wealth Management
Raymond James Financial
DORVAL Corp

View all funds holding Franklin Templeton Etf Tr liberty sr ln