Planned Solutions’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,524	Closed	-$50.9K	–	163
2024 Q3	$50.9K	Buy	+2,524	New	+$50.9K	0.02%	299
2024 Q1	–	Sell	-1,629	Closed	-$48.5K	–	136
2023 Q4	$48.5K	Buy	+1,629	New	+$48.5K	0.02%	289