A detailed history of Ever Source Wealth Advisors, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 356 shares of BEN stock, worth $7,864. This represents 0.0% of its overall portfolio holdings.

Number of Shares
356
Previous 302 17.88%
Holding current value
$7,864
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$26.31 - $29.33 $1,420 - $1,583
54 Added 17.88%
356 $10,000
Q4 2023

Feb 09, 2024

SELL
$22.24 - $30.18 $2,602 - $3,531
-117 Reduced 27.92%
302 $8,000
Q3 2023

Nov 03, 2023

SELL
$24.27 - $30.0 $558 - $690
-23 Reduced 5.2%
419 $10,000
Q2 2023

Aug 04, 2023

BUY
$24.01 - $27.3 $288 - $327
12 Added 2.79%
442 $11,000
Q1 2023

May 11, 2023

SELL
$26.19 - $33.82 $235 - $304
-9 Reduced 2.05%
430 $11,000
Q4 2022

Feb 09, 2023

SELL
$20.74 - $27.68 $63,132 - $84,257
-3,044 Reduced 87.4%
439 $11,000
Q3 2022

Nov 07, 2022

BUY
$21.52 - $29.02 $66,948 - $90,281
3,111 Added 836.29%
3,483 $74,000
Q2 2022

Aug 01, 2022

BUY
$23.07 - $28.02 $2,191 - $2,661
95 Added 34.3%
372 $9,000
Q1 2022

May 25, 2022

BUY
$26.83 - $35.96 $268 - $359
10 Added 3.75%
277 $8,000
Q4 2021

Feb 07, 2022

BUY
$28.89 - $37.68 $7,713 - $10,060
267 New
267 $9,000

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 $11B
  • 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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