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Principia Wealth Advisory’s Franklin Resources BEN Stock Holding History

Principia Wealth Advisory’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 		$1.34K Buy
56
+41
+273% +$978 ﹤0.01% 484
2025
Q1 		$279 Buy
+15
New +$279 ﹤0.01% 711