Independent Advisor Alliance’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Sell |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $1.44M | Buy |
|
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|
2024
Q2 | $1.44M | Buy |
|
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.48M | Buy |
|
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|
2022
Q4 | $1.42K | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $950K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $857K | Buy |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $498K | Buy |
|