Clearstead Advisors’s Franklin Resources BEN Stock Holding History

Clearstead Advisors’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
2025 Q3	$11.9K	Buy
2025 Q2	$5.84K	Buy
2024 Q3	–	Sell
2024 Q2	$224	Hold
2024 Q1	$240	Buy
2020 Q2	–	Sell
2020 Q1	$11K	Buy