A detailed history of Consultiva Wealth Management, Corp. transactions in Franklin Resources Inc stock. As of the latest transaction made, Consultiva Wealth Management, Corp. holds 449 shares of BEN stock, worth $9,729. This represents 0.07% of its overall portfolio holdings.

Number of Shares
449
Previous 443 1.35%
Holding current value
$9,729
Previous $9.9 Million 8.65%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$19.13 - $23.97 $114 - $143
6 Added 1.35%
449 $9.05 Million
Q2 2024

Aug 14, 2024

BUY
$21.83 - $27.62 $9,670 - $12,235
443 New
443 $9.9 Million
Q2 2023

Aug 14, 2023

BUY
$24.01 - $27.3 $8,499 - $9,664
354 New
354 $9.46 Million

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 $10.8B
  • 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 Consultiva Wealth Management, Corp. Portfolio

Follow Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp., based on Form 13F filings with the SEC.

News

Stay updated on Consultiva Wealth Management, Corp. with notifications on news.