Certus Wealth Management, LLC
Position in INCE — Franklin Income Equity Focus ETF
CIK 1989526
REDWOOD CITY, CA
All Filings in INCE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 INCE | $436,198 | 8,101 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 INCE | $442,800 | 8,101 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 INCE | $425,347 | 8,232 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 INCE | $382,651 | 8,066 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 INCE | $350,490 | 7,159 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||