Private Wealth Management Group’s Franklin Resources BEN Stock Holding History

Private Wealth Management Group’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$162	Hold
2025 Q2	$167	Buy
2025 Q1	$20	Sell
2024 Q4	$1.89K	Buy
2024 Q3	–	Sell
2024 Q2	$2.53K	Buy
2024 Q1	$2K	Hold
2023 Q4	$2.12K	Buy