Fundamentun, LLC Franklin Resources Inc Transaction History

Fundamentun, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	SELL	$24.27 - $30.0 $27,619 - $34,140	-1,138 Reduced 11.96%	8,380 $205,000
Q2 2023 Jul 18, 2023	BUY	$24.01 - $27.3 $12,389 - $14,086	516 Added 5.73%	9,518 $254,000
Q1 2023 May 01, 2023	BUY	$26.19 - $33.82 $34,387 - $44,405	1,313 Added 17.08%	9,002 $242,000
Q4 2022 Jan 19, 2023	BUY	$20.74 - $27.68 $159,469 - $212,831	7,689 New	7,689 $0

614

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $10.2B
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...

Get notified when there are updates to the investment portfolio of Fundamentun, LLC, based on Form 13F filings with the SEC.

Stay updated on Fundamentun, LLC with notifications on news.