BBPWM
FT

Blue Bell Private Wealth Management’s Franklin Universal Trust FT Stock Holding History

Blue Bell Private 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
Q2 		$57.2K Buy
7,500
+190
+3% +$1.45K 0.01% 374
2025
Q1 		$55K Sell
7,310
-3,900
-35% -$29.4K 0.01% 366
2024
Q4 		$81.9K Buy
11,210
+1,632
+17% +$11.9K 0.02% 298
2024
Q3 		$72.4K Buy
+9,578
New +$72.4K 0.01% 315