A detailed history of Jfs Wealth Advisors, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 277 shares of BEN stock, worth $5,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
277
Previous 262 5.73%
Holding current value
$5,540
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$19.13 - $23.97 $286 - $359
15 Added 5.73%
277 $5,000
Q2 2024

Jul 15, 2024

SELL
$21.83 - $27.62 $1,135 - $1,436
-52 Reduced 16.56%
262 $5,000
Q4 2023

Feb 07, 2024

BUY
$22.24 - $30.18 $733 - $995
33 Added 11.74%
314 $9,000
Q2 2023

Aug 07, 2023

SELL
$24.01 - $27.3 $456 - $518
-19 Reduced 6.33%
281 $7,000
Q1 2023

Apr 19, 2023

SELL
$26.19 - $33.82 $419 - $541
-16 Reduced 5.06%
300 $8,000
Q4 2022

Feb 13, 2023

BUY
$20.74 - $27.68 $394 - $525
19 Added 6.4%
316 $8,000
Q3 2022

Oct 21, 2022

BUY
$21.52 - $29.02 $21 - $29
1 Added 0.34%
297 $6,000
Q2 2022

Aug 02, 2022

BUY
$23.07 - $28.02 $2,606 - $3,166
113 Added 61.75%
296 $7,000
Q1 2022

May 02, 2022

BUY
$26.83 - $35.96 $2,361 - $3,164
88 Added 92.63%
183 $5,000
Q4 2021

Feb 03, 2022

BUY
$28.89 - $37.68 $2,744 - $3,579
95 New
95 $3,000

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 $9.97B
  • 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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