Number of Shares
47,925.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
0.49%
Total Estimate Gain
$-5,871.45
% of Total Estimate Gain
-0.41%

Wealth Management Associates, Inc.'s Franklin Senior Loan ETF Holding Summary

As of 2025-03-31, Wealth Management Associates, Inc. held 47,925.00 shares of Franklin Senior Loan ETF(FLBL), totaling $1.15 Mil. This investment constitutes 0.49% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.11% of the outstanding Franklin Senior Loan ETF(FLBL) stock.

The initial trade took place in 2021Q4. And since then Wealth Management Associates, Inc. has made 2 purchases of FLBL, at an average price of $24.37, for a total of 58,771.00 shares. In addition, there have been 2 sales at an average price of $24.21 for 10,846.00 shares. Based on historical transaction data and FLBL's current price of $24.28, Wealth Management Associates, Inc.'s estimated gain on his FLBL holdings is $-5,871.45, reflecting a -0.41% gain to date.

Wealth Management Associates, Inc. FLBL ($24.28) Holding Chart

Wealth Management Associates, Inc. FLBL ($24.28) 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 %

Top Ranked Articles

  • 1