Cornerstone Planning Group’s Franklin Resources BEN Stock Holding History

Cornerstone Planning Group’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 Q2	$1.69K	Buy
2025 Q1	$809	Buy
2024 Q3	–	Sell
2024 Q2	$1.78K	Buy