J.W. Cole Advisors’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
65,959
+292
+0.4% +$6.96K 0.03% 503
2025
Q1
$1.26M Buy
+65,667
New +$1.26M 0.04% 458