Congress Wealth Management LLC / DE /
Position in FLGV — Franklin U.S. Treasury Bond ETF
CIK 1904976
BOSTON, MA
All Filings in FLGV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 FLGV | $13,424,945 | 653,282 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 FLGV | $12,589,029 | 612,158 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 FLGV | $12,384,845 | 615,549 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 FLGV | $12,973,023 | 616,003 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 FLGV | $19,819,559 | 975,372 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FLGV | $19,898,699 | 971,142 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 FLGV | $17,338,291 | 832,571 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 FLGV | $17,219,115 | 861,602 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 FLGV | $17,359,035 | 835,694 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 FLGV | $368,956 | 17,379 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 FLGV | $392,099 | 18,942 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 FLGV | $394,536 | 18,959 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||