Imprint Wealth’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$250K Sell
9,046
-555
-6% -$15.3K 0.06% 255
2023
Q4
$286K Buy
9,601
+1,477
+18% +$44K 0.23% 123
2023
Q3
$202K Buy
+8,124
New +$202K 0.17% 145