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FLEEFLEE
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in FRANKLIN TEMPLETON ETF TR

EP Wealth Advisors, LLC holds 637,105 shares of FLEE (FRANKLIN TEMPLETON ETF TR), worth $24.8M as of 2026-Q2. The position was decreased (-0.7% shares). FLEE represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$24.8M

Current Shares

637,105

Total Value Change

+$2.4M

Total Shares Change

-83,537

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
637,105
-0.7%
$24.8M0.1%$38.85
0
2026-Q1
Decreased
641,853
-2.3%
$23.3M0.1%$37.57
0
2025-Q4
Decreased
657,085
-3.1%
$24M0.1%$37.29
0
2025-Q2
Increased
677,812
+2.1%
$22.7M0.1%$33.41
35
2025-Q1
Decreased
663,973
-6.5%
$20.5M0.2%$30.31
0
2024-Q4
Decreased
710,346
-1.4%
$19.7M0.2%$26.94
0
2024-Q3
New
720,642
-
$22.3M0.2%$30.05
47

Other major holders of FLEE: FRANKLIN RESOURCES INC

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