PMFA
FTF

Plante Moran Financial Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Plante Moran Financial Advisors’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-518
Closed -$3.25K – 820
2024
Q1 		$3.25K Buy
+518
New +$3.27K ﹤0.01% 726

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SIA
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Cetera Investment Advisers
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plante Moran Financial Advisors's FTF Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2024, closing a stake of 518 shares — an estimated $3.25K sold.

Plante Moran Financial Advisors first reported a position in FTF in Q1 2024 and held it in 1 quarter. The position peaked at $3.25K in Q1 2024. 79 funds tracked by Wall St. Rank hold FTF as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 518 Franklin Limited Duration Income Trust shares in Q2 2024, an estimated $3.25K.
  • Plante Moran Financial Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Franklin Limited Duration Income Trust position peaked at $3.25K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.