Franklin Resources
AOR icon

Franklin Resources’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Franklin Resources’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-509,998
Closed -$24.1M – 2315
2022
Q4 		$24.1M Buy
+509,998
New +$24M 0.01% 724
2022
Q3 		– Sell
-65,015
Closed -$3.12M – 2308
2022
Q2 		$3.12M Buy
+65,015
New +$3.27M ﹤0.01% 1231

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AL
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AssetMark Inc
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SWPG
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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return