Legacy Wealth Management (Idaho)’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
$7.82K Hold
328
﹤0.01% 341
2025
Q1
$6.31K Hold
328
﹤0.01% 392
2024
Q4
$6.7K Sell
328
-239
-42% -$4.88K ﹤0.01% 342
2024
Q3
$12.2K Buy
+567
New +$12.2K 0.01% 280