Icon Wealth Advisors’s Franklin Resources BEN Stock Holding History

Icon Wealth Advisors’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 Q3	$4.04M	Hold
2025 Q2	$4.16M	Sell
2025 Q1	$3.46M	Buy
2024 Q4	$1.62M	Buy
2024 Q3	$1.02M	Buy