Ownership history in KWB Wealth · 3 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in FRANKLIN TEMPLETON ETF TR (FLSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 45,070 | -235,294 | -83.9% | 0.11% | $1.2M | $26.91 |
| 2025 Q3 | ADDED | 280,364 | +174,609 | +165.1% | 0.75% | $6.8M | $25.83 |
| 2025 Q2 | INITIATED | 105,755 | — | — | 0.32% | $2.6M | $23.47 |
As of 2025 Q4 — sorted by position size