Clearstead Trust’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
$13.5K Sell
567
-79
-12% -$1.88K ﹤0.01% 517
2025
Q1
$12.4K Buy
+646
New +$12.4K ﹤0.01% 428