A detailed history of Creative One Wealth, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Creative One Wealth, LLC holds 45,228 shares of BEN stock, worth $895,514. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,228
Previous 29,239 54.68%
Holding current value
$895,514
Previous $653,000 39.51%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2024

BUY
$19.13 - $23.97 $305,869 - $383,256
15,989 Added 54.68%
45,228 $911,000
Q2 2024

Aug 14, 2024

BUY
$21.83 - $27.62 $457,862 - $579,301
20,974 Added 253.77%
29,239 $653,000
Q1 2024

May 14, 2024

BUY
$26.31 - $29.33 $217,452 - $242,412
8,265 New
8,265 $232,000
Q2 2023

Aug 16, 2023

SELL
$24.01 - $27.3 $139,258 - $158,340
-5,800 Reduced 39.45%
8,901 $238,000
Q2 2023

Aug 14, 2023

BUY
$24.01 - $27.3 $132,583 - $150,750
5,522 Added 60.16%
14,701 $373,000
Q1 2023

May 15, 2023

SELL
$26.19 - $33.82 $807,778 - $1.04 Million
-30,843 Reduced 77.07%
9,179 $247,000
Q4 2022

Feb 14, 2023

BUY
$20.74 - $27.68 $217,417 - $290,169
10,483 Added 35.49%
40,022 $1.06 Million
Q3 2022

Nov 14, 2022

BUY
$21.52 - $29.02 $287,959 - $388,316
13,381 Added 82.81%
29,539 $636,000
Q2 2022

Aug 12, 2022

SELL
$23.07 - $28.02 $47,593 - $57,805
-2,063 Reduced 11.32%
16,158 $377,000
Q1 2022

May 13, 2022

BUY
$26.83 - $35.96 $488,869 - $655,227
18,221 New
18,221 $509,000

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 $9.87B
  • 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
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