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Frkln Libty Us Treas Etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Frkln Libty Us Treas Etf (FLGV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Frkln Libty Us Treas Etf

Tip: Access up to 7 years of quarterly data

All positions including Frkln Libty Us Treas Etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Frkln Libty Us Treas Etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 157k 21.06
2024-06-30 $1.5M 75k 20.32
2024-03-31 $266k 13k 20.49

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Frkln Libty Us Treas Etf

Franklin Resources
Janney Montgomery Scott
Total Investment Management
LPL Financial
Raymond James & Associates
Concurrent Investment Advisors
Transamerica Financial Advisors
Envestnet Asset Management
Cetera Investment Advisers
ValMark Advisers
Jane Street
Envestnet Portfolio Solutions
Geneos Wealth Management
Farther Finance Advisors
Lockerman Financial Group

View all funds holding Frkln Libty Us Treas Etf