Number of Shares
192,333.00
Current Holdings Value*
$10.45 Mil
% of Portfolio
5.84%
Total Estimate Gain
$112,464.23
% of Total Estimate Gain
1.05%

EAGLE WEALTH STRATEGIES LLC's Franklin U.S. Mid Cap Multifactor Index ETF Holding Summary

As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 192,333.00 shares of Franklin U.S. Mid Cap Multifactor Index ETF(FLQM), totaling $10.45 Mil. This investment constitutes 5.84% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0.64% of the outstanding Franklin U.S. Mid Cap Multifactor Index ETF(FLQM) stock.

The initial trade took place in 2025Q1. And since then EAGLE WEALTH STRATEGIES LLC has made 1 purchases of FLQM, at an average price of $54.63, for a total of 196,559.00 shares. In addition, there have been 1 sales at an average price of $52.57 for 4,226.00 shares. Based on historical transaction data and FLQM's current price of $55.26, EAGLE WEALTH STRATEGIES LLC's estimated gain on his FLQM holdings is $112,464.23, reflecting a 1.05% gain to date.

EAGLE WEALTH STRATEGIES LLC FLQM ($55.26) Holding Chart

EAGLE WEALTH STRATEGIES LLC FLQM ($55.26) 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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