Arkadios Wealth Advisors Franklin Universal Trust Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$8.1 - $8.63 $1,992 - $2,122	-246 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$8.11 - $8.62 $14,808 - $15,740	-1,826 Reduced 88.13%	246 $1,000
Q2 2021 Jul 28, 2021	BUY	$7.49 - $8.35 $12,463 - $13,894	1,664 Added 407.84%	2,072 $17,000
Q1 2021 Apr 26, 2021	SELL	$7.32 - $7.55 $1,222 - $1,260	-167 Reduced 29.04%	408 $3,000
Q4 2020 Feb 09, 2021	BUY	$6.78 - $7.49 $3,898 - $4,306	575 New	575 $4,000

Others Institutions Holding FT

# of Institutions

48

Shares Held

4.64M

Call Options Held

0

Put Options Held

0

Moloney Securities Asset Management, LLC

661K
Shares

$5.06 Million
0.7% of portfolio
Lpl Financial LLC Fort Mill, SC

650K
Shares

$4.97 Million
0.0% of portfolio
Morgan Stanley New York, NY

346K
Shares

$2.65 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

342K
Shares

$2.62 Million
0.23% of portfolio
Hennion & Walsh Asset Management, Inc.

326K
Shares

$2.49 Million
0.12% of portfolio

About FRANKLIN UNIVERSAL TRUST

Ticker FT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...

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