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Meeder Advisory Services’s Franklin Premier Income Trust PPT Stock Holding History

Meeder Advisory Services’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,826
Closed -$77.7K – 579
2024
Q3 		$77.7K Buy
+20,826
New +$76.1K 0.01% 549

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Meeder Advisory Services's PPT Position: Q4 2024 in Review

Meeder Advisory Services sold out of Franklin Premier Income Trust (PPT) in Q4 2024, closing a stake of 20,826 shares — an estimated $77.7K sold.

Meeder Advisory Services first reported a position in PPT in Q3 2024 and held it in 1 quarter. The position peaked at $77.7K in Q3 2024. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2024.

  • Meeder Advisory Services reported no remaining Franklin Premier Income Trust position as of Q4 2024 after selling out during the quarter.
  • Meeder Advisory Services sold 20,826 Franklin Premier Income Trust shares in Q4 2024, an estimated $77.7K.
  • Meeder Advisory Services first reported a position in Franklin Premier Income Trust in Q3 2024 and held it in 1 quarter.
  • Meeder Advisory Services's Franklin Premier Income Trust position peaked at $77.7K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2024.

Based on Meeder Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.