MWM
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Modern Wealth Management’s Franklin Resources BEN Stock Holding History

Modern Wealth Management’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.2M Buy
343,771
+98,063
+40% +$2.34M 0.2% 111
2025
Q1 		$4.73M Buy
245,708
+90,277
+58% +$1.74M 0.15% 131
2024
Q4 		$3.15M Buy
+155,431
New +$3.15M 0.12% 147