True Wealth Design’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05K	Buy	86 +28	+48%	+$668	﹤0.01%	1174
2025 Q1	$1.12K	Sell	58 -2,583	-98%	-$49.7K	﹤0.01%	1228
2024 Q4	$53.6K	Buy	2,641 +5	+0.2%	+$101	0.02%	150
2024 Q3	$53.1K	Buy	+2,636	New	+$53.1K	0.02%	132