Transamerica Financial Advisors, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1502149
CEDAR RAPIDS, IA
Position in FGDL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$18,145
-$1,252 QoQ
Shares Held
340
+9.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,145 | 340 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $19,397 | 312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,094 | 644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,350 | 181 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||