Bergan Kdv Wealth Management, LLC Franklin Resources Inc Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 70 shares of BEN stock, worth $1,411. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 87
19.54%
Holding current value
$1,411
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding BEN
# of Institutions
623Shares Held
254MCall Options Held
1.21MPut Options Held
411K-
Vanguard Group Inc Valley Forge, PA35.6MShares$718 Million0.02% of portfolio
-
Power Corp Of Canada Montreal, Quebec, Z432.2MShares$650 Million91.12% of portfolio
-
Black Rock Inc. New York, NY32MShares$645 Million0.02% of portfolio
-
State Street Corp Boston, MA20.6MShares$414 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA9.15MShares$184 Million0.04% of portfolio
About FRANKLIN RESOURCES INC
- Ticker BEN
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 498,356,992
- Market Cap $10B
- 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...