WR Wealth Planners’s Franklin Resources BEN Stock Holding History

WR Wealth Planners’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
2024 Q4	$690	Hold	34	–	–	﹤0.01%	963
2024 Q3	$685	Buy	+34	New	+$733	﹤0.01%	999

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's BEN Position: Q4 2024 in Review

WR Wealth Planners held its Franklin Resources (BEN) position steady in Q4 2024 at 34 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #963.

WR Wealth Planners first reported a position in BEN in Q3 2024 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

WR Wealth Planners held 34 shares of Franklin Resources worth $690 as of Q4 2024.
WR Wealth Planners left its Franklin Resources share count unchanged in Q4 2024.
Franklin Resources made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #963 holding.
WR Wealth Planners first reported a position in Franklin Resources in Q3 2024 and has held it in 2 quarters since.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.