Blue Bell Private Wealth Management, LLC Franklin Universal Trust Transaction History
Blue Bell Private Wealth Management, LLC
- $502 Million
- Q1 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 7,310 shares of FT stock, worth $55,263. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,310
Previous 11,210
34.79%
Holding current value
$55,263
Previous $81,000
32.1%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FT
# of Institutions
48Shares Held
4.6MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC671KShares$5.07 Million0.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC626KShares$4.73 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO398KShares$3.01 Million0.0% of portfolio
-
Morgan Stanley New York, NY350KShares$2.65 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.58 Million0.22% 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...