Shira Ridge Wealth Management
Position in YLDE — Franklin ClearBridge Enhanced Income ETF
CIK 1961210
LARKSPUR, CA
All Filings in YLDE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||