Ridgeline Wealth Planning, LLC FLQM Holdings History
Ridgeline Wealth Planning, LLC's Franklin U.S. Mid Cap Multifactor Index ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 27,304.00 shares of Franklin U.S. Mid Cap Multifactor Index ETF(FLQM), totaling $1.45 Mil. This investment constitutes 1.42% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.09% of the outstanding Franklin U.S. Mid Cap Multifactor Index ETF(FLQM) stock.
The initial trade took place in 2025Q1. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of FLQM, at an average price of $54.63, for a total of 27,304.00 shares. Based on historical transaction data and FLQM's current price of $54.74, Ridgeline Wealth Planning, LLC's estimated gain on his FLQM holdings is $3,003.44, reflecting a 0.20% gain to date.
Ridgeline Wealth Planning, LLC FLQM ($54.74) Holding Chart
Ridgeline Wealth Planning, 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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