IWM
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Inlight Wealth Management’s Franklin Resources BEN Stock Holding History

Inlight Wealth Management’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,179
Closed -$61.2K – 253
2025
Q1 		$61.2K Sell
3,179
-12,358
-80% -$238K 0.04% 90
2024
Q4 		$315K Buy
+15,537
New +$315K 0.21% 41