A detailed history of Altium Wealth Management LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Altium Wealth Management LLC holds 30,052 shares of BEN stock, worth $598,034. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,052
Previous 23,140 29.87%
Holding current value
$598,034
Previous $646,000 8.51%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$23.07 - $28.02 $159,459 - $193,674
6,912 Added 29.87%
30,052 $701,000
Q1 2022

May 16, 2022

BUY
$26.83 - $35.96 $204,337 - $273,871
7,616 Added 49.06%
23,140 $646,000
Q4 2021

Jan 31, 2022

BUY
$28.89 - $37.68 $88,981 - $116,054
3,080 Added 24.75%
15,524 $520,000
Q3 2021

Nov 15, 2021

BUY
$28.58 - $33.42 $88,140 - $103,067
3,084 Added 32.95%
12,444 $370,000
Q2 2021

Aug 13, 2021

BUY
$28.67 - $35.74 $268,351 - $334,526
9,360 New
9,360 $299,000

Others Institutions Holding BEN

About FRANKLIN RESOURCES INC


  • Ticker BEN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 498,356,992
  • Market Cap $9.92B
  • Description
  • Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...
More about BEN
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.