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Franklin Templeton Etf Tr liberty sr ln shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Franklin Templeton Etf Tr liberty sr ln (FLBL) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Franklin Templeton Etf Tr liberty sr ln

Tip: Access up to 7 years of quarterly data

All positions including Franklin Templeton Etf Tr liberty sr ln held by Rooted Wealth Advisors 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 72k 23.79
2025-06-30 $1.6M 66k 24.21
2025-03-31 $1.2M 54k 23.32
2024-12-31 $1.2M 47k 24.32
2024-09-30 $912k 38k 24.22
2024-06-30 $819k 34k 24.38

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

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