Savvy Advisors Inc’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2025
Q1
$230K Buy
2024
Q4
$237K Buy
2024
Q3
$234K Buy
2024
Q2
$259K Buy
2024
Q1
$285K Sell
2023
Q4
$343K Buy