Integrated Wealth Concepts’s Franklin Resources BEN Stock Holding History

Integrated Wealth Concepts’s Portfolio BEN Stock Details BEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Buy
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