Root Financial Partners, LLC Franklin Universal Trust Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,841 shares of FT stock, worth $14,856. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,841Holding current value
$14,856% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FT
# of Institutions
53Shares Held
5.11MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC691KShares$5.58 Million0.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$5.52 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO429KShares$3.47 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO381KShares$3.07 Million0.0% of portfolio
-
Morgan Stanley New York, NY368KShares$2.97 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...