GJWM
PPT

Gilliland Jeter Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,649
Closed -$9.88K – 521
2024
Q3 		$9.88K Hold
2,649
– – ﹤0.01% 455
2024
Q2 		$9.48K Sell
2,649
-433
-14% -$1.51K ﹤0.01% 451
2024
Q1 		$10.8K Buy
+3,082
New +$11.1K ﹤0.01% 428

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Gilliland Jeter Wealth Management's PPT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2024, closing a stake of 2,649 shares — an estimated $9.88K sold.

Gilliland Jeter Wealth Management first reported a position in PPT in Q1 2024 and held it in 3 quarters. The position peaked at $10.8K in Q1 2024. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,649 Franklin Premier Income Trust shares in Q4 2024, an estimated $9.88K.
  • Gilliland Jeter Wealth Management first reported a position in Franklin Premier Income Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Franklin Premier Income Trust position peaked at $10.8K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.