TFO Wealth Partners’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$626	–	809
2023 Q4	$626	Hold	21	–	–	﹤0.01%	277
2023 Q3	$561	Buy	+21	New	+$561	﹤0.01%	427