AWM
FT

Avior Wealth Management’s Franklin Universal Trust FT Stock Holding History

Avior Wealth Management’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,019
Closed -$7.45K – 1327
2024
Q4 		$7.45K Buy
1,019
+340
+50% +$2.49K ﹤0.01% 1718
2024
Q3 		$5.13K Buy
+679
New +$5.13K ﹤0.01% 1773