Avantax Advisory Services’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Buy	+9,346	New	+$223K	﹤0.01%	2131
2024 Q3	–	Sell	-21,265	Closed	-$475K	–	2128
2024 Q2	$475K	Buy	+21,265	New	+$475K	﹤0.01%	1396
2023 Q2	–	Sell	-8,879	Closed	-$239K	–	1510
2023 Q1	$239K	Buy	+8,879	New	+$239K	﹤0.01%	1276