Shira Ridge Wealth Management
Position in YLDE — Franklin ClearBridge Enhanced Income ETF
CIK 1961210
LARKSPUR, CA
All Filings in YLDE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 YLDE | $10,224,384 | 189,365 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 YLDE | $10,354,268 | 191,084 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 YLDE | $9,855,789 | 180,466 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 YLDE | $9,404,772 | 178,730 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 YLDE | $9,289,160 | 179,466 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 YLDE | $9,526,917 | 187,619 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 YLDE | $9,421,699 | 186,983 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 YLDE | $8,864,597 | 188,745 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 YLDE | $8,471,245 | 179,297 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 YLDE | $5,772,613 | 130,090 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 YLDE | $229,883 | 5,693 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||