CreativeOne Wealth’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $911K | Buy |
|
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|
2024
Q2 | $653K | Buy |
|
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|
2024
Q1 | $232K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $1.06M | Buy |
|
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $509K | Buy |
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