New Edge Advisors, LLC Franklin Universal Trust Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, New Edge Advisors, LLC holds 16,761 shares of FT stock, worth $122,858. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,761
Previous 16,936
1.03%
Holding current value
$122,858
Previous $115,000
9.57%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding FT
# of Institutions
48Shares Held
4.64MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC661KShares$4.84 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC650KShares$4.77 Million0.0% of portfolio
-
Morgan Stanley New York, NY346KShares$2.54 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.51 Million0.23% of portfolio
-
Hennion & Walsh Asset Management, Inc.326KShares$2.39 Million0.12% 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...