Nelson, Van Denburg & Campbell Wealth Management Group, LLC Franklin Universal Trust Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,019 shares of FT stock, worth $7,611. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,019
Previous 679
50.07%
Holding current value
$7,611
Previous $5,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FT
# of Institutions
48Shares Held
4.62MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC673KShares$5.03 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC650KShares$4.86 Million0.0% of portfolio
-
Morgan Stanley New York, NY346KShares$2.59 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.56 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.262KShares$1.96 Million0.09% of portfolio
About FRANKLIN UNIVERSAL TRUST
- Ticker FT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...