WR Wealth Planners’s Franklin Templeton 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 $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

WR Wealth Planners held its Franklin Templeton (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. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

WR Wealth Planners held 34 shares of Franklin Templeton worth $690 as of Q4 2024.
WR Wealth Planners left its Franklin Templeton share count unchanged in Q4 2024.
Franklin Templeton 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 Templeton in Q3 2024 and has held it in 2 quarters since.
566 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2024.

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