Bogart Wealth LLC’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
$5.7K Buy
239
+213
+819% +$5.08K ﹤0.01% 907
2025
Q1
$501 Buy
+26
New +$501 ﹤0.01% 1270