WealthTrak Capital Management’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
$477 Buy
20
+5
+33% +$119 ﹤0.01% 660
2025
Q1
$289 Buy
15
+5
+50% +$96 ﹤0.01% 775
2024
Q4
$203 Buy
+10
New +$203 ﹤0.01% 792