Integrated Wealth Concepts’s Franklin Resources BEN Stock Holding History

Integrated Wealth Concepts’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 Q1	–	Sell
2024 Q4	$200K	Buy
2023 Q1	–	Sell
2022 Q4	$404K	Buy
2022 Q3	$305K	Buy
2022 Q2	$323K	Buy
2022 Q1	$351K	Buy
2021 Q4	$315K	Buy
2021 Q3	$233K	Sell
2021 Q2	$283K	Buy