LWP
FT

Lumature Wealth Partners’s Franklin Universal Trust FT Stock Holding History

Lumature Wealth Partners’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-540
Closed -$3.85K – 389
2023
Q1 		$3.85K Buy
+540
New +$3.8K ﹤0.01% 344

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Stifel Financial
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Lumature Wealth Partners's FT Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Franklin Universal Trust (FT) in Q2 2023, closing a stake of 540 shares — an estimated $3.85K sold.

Lumature Wealth Partners first reported a position in FT in Q1 2023 and held it in 1 quarter. The position peaked at $3.85K in Q1 2023. 34 funds tracked by Wall St. Rank hold FT as of Q2 2023.

  • Lumature Wealth Partners reported no remaining Franklin Universal Trust position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 540 Franklin Universal Trust shares in Q2 2023, an estimated $3.85K.
  • Lumature Wealth Partners first reported a position in Franklin Universal Trust in Q1 2023 and held it in 1 quarter.
  • Lumature Wealth Partners's Franklin Universal Trust position peaked at $3.85K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.