Number of Shares
161,811.00
Current Holdings Value*
$8.58 Mil
% of Portfolio
4.18%
Total Estimate Gain
$120,366.78
% of Total Estimate Gain
1.38%

ADAPT WEALTH ADVISORS, LLC's Franklin U.S. Mid Cap Multifactor Index ETF Holding Summary

As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 161,811.00 shares of Franklin U.S. Mid Cap Multifactor Index ETF(FLQM), totaling $8.58 Mil. This investment constitutes 4.18% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.55% of the outstanding Franklin U.S. Mid Cap Multifactor Index ETF(FLQM) stock.

The initial trade took place in 2024Q2. And since then ADAPT WEALTH ADVISORS, LLC has made 4 purchases of FLQM, at an average price of $54.00, for a total of 161,811.00 shares. Based on historical transaction data and FLQM's current price of $54.74, ADAPT WEALTH ADVISORS, LLC's estimated gain on his FLQM holdings is $120,366.78, reflecting a 1.38% gain to date.

ADAPT WEALTH ADVISORS, LLC FLQM ($54.74) Holding Chart

ADAPT WEALTH ADVISORS, LLC FLQM ($54.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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