Glassman Wealth Services Franklin Resources Inc Transaction History

Glassman Wealth Services

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$22.24 - $30.18 $44 - $60	-2 Reduced 0.4%	498 $14,000
Q4 2022 Feb 06, 2023	BUY	$20.74 - $27.68 $3,505 - $4,677	169 Added 51.06%	500 $13,000
Q3 2022 Nov 09, 2022	BUY	$21.52 - $29.02 $1,484 - $2,002	69 Added 26.34%	331 $7,000
Q2 2022 Aug 04, 2022	BUY	$23.07 - $28.02 $853 - $1,036	37 Added 16.44%	262 $6,000
Q1 2022 Aug 23, 2022	BUY	$26.83 - $35.96 $939 - $1,258	35 Added 18.42%	225 $6,000
Q1 2022 Apr 14, 2022	SELL	$26.83 - $35.96 $1,421 - $1,905	-53 Reduced 21.81%	190 $5,000
Q4 2021 Feb 14, 2022	BUY	$28.89 - $37.68 $2,224 - $2,901	77 Added 46.39%	243 $8,000
Q3 2021 Nov 10, 2021	BUY	$28.58 - $33.42 $57 - $66	2 Added 1.22%	166 $5,000
Q2 2021 Aug 04, 2021	BUY	$28.67 - $35.74 $602 - $750	21 Added 14.69%	164 $5,000
Q2 2020 Aug 06, 2020	SELL	$15.31 - $24.23 $719 - $1,138	-47 Reduced 24.74%	143 $3,000
Q1 2020 May 12, 2020	BUY	$15.3 - $26.31 $2,662 - $4,577	174 Added 1087.5%	190 $3,000
Q4 2019 Feb 07, 2020	BUY	$25.8 - $28.99 $412 - $463	16 New	16 $0
Q3 2019 Nov 01, 2019	SELL	$25.93 - $35.51 $1,815 - $2,485	-70 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	$31.82 - $35.67 $413 - $463	-13 Reduced 15.66%	70 $2,000
Q1 2019 May 10, 2019	BUY	$29.09 - $33.7 $2,065 - $2,392	71 Added 591.67%	83 $3,000
Q4 2018 Feb 06, 2019	BUY	$27.76 - $34.27 $333 - $411	12 New	12 $0
Q1 2018 May 01, 2018	SELL	$34.11 - $45.86 $102 - $137	-3 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	3	3 $0

614

254M

1.21M

411K

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $10.4B
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...

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