Moneta Group Investment Advisors’s Franklin Resources BEN Stock Holding History

Moneta Group Investment Advisors’s Portfolio BEN Stock Details BEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$335K	Buy
2018 Q2	–	Sell
2018 Q1	$16K	Hold
2017 Q4	$19K	Buy
2015 Q4	–	Sell
2015 Q3	$73K	Buy
2013 Q3	–	Sell
2013 Q2	$597K	Buy