Finer Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$284K Hold
2023
Q4
$301K Hold
2023
Q3
$248K Hold
2023
Q2
$270K Hold
2023
Q1
$272K Buy