Prestige Wealth Management Group LLC Franklin Universal Trust Transaction History
Prestige Wealth Management Group LLC
- $443 Million
- Q1 2024
A detailed history of Prestige Wealth Management Group LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 650 shares of FT stock, worth $4,433. This represents 0.0% of its overall portfolio holdings.
Number of Shares
650
Previous 650
-0.0%
Holding current value
$4,433
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FT
# of Institutions
36Shares Held
3.89MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC627KShares$4.28 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC588KShares$4.01 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.355KShares$2.42 Million0.25% of portfolio
-
Stifel Financial Corp St. Louis, MO254KShares$1.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY223KShares$1.52 Million0.0% 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...