Annis Gardner Whiting Capital Advisors’s Franklin Resources BEN Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$191	Buy
2025 Q1	–	Sell
2024 Q4	$163	Buy
2024 Q3	–	Sell
2024 Q2	$179	Hold
2024 Q1	$228	Sell
2023 Q4	$2.21K	Buy
2023 Q3	$1.07K	Buy