Bridgewealth Advisory Group, LLC Franklin Universal Trust Transaction History
Bridgewealth Advisory Group, LLC
- $354 Billion
- Q4 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 14,910 shares of FT stock, worth $113,017. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,910Holding current value
$113,017% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FT
# of Institutions
50Shares Held
4.75MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC673KShares$5.1 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC653KShares$4.95 Million0.0% of portfolio
-
Morgan Stanley New York, NY348KShares$2.64 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.59 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO273KShares$2.07 Million0.0% 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...