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Atria Wealth Solutions’s Franklin Resources BEN Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-8,879
Closed -$239K – 1874
2023
Q1 		$239K Sell
8,879
-113
-1% -$3.3K ﹤0.01% 1558
2022
Q4 		$237K Sell
8,992
-515
-5% -$12.8K ﹤0.01% 1501
2022
Q3 		$205K Buy
+9,507
New +$244K ﹤0.01% 1541

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