Goal Vest Advisory LLC Franklin Resources Inc Transaction History

Goal Vest Advisory LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$26.31 - $29.33 $5,788 - $6,452	220 New	220 $6,000
Q3 2023 Oct 10, 2023	BUY	$24.27 - $30.0 $2,912 - $3,600	120 New	120 $2,000
Q2 2022 Jul 06, 2022	SELL	$23.07 - $28.02 $3,968 - $4,819	-172 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$26.83 - $35.96 $4,614 - $6,185	172 New	172 $5,000

608

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $9.9B
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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