A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 11,191 shares of BEN stock, worth $245,754. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,191
Previous 11,191 -0.0%
Holding current value
$245,754
Previous $250,000 10.0%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

BUY
$22.24 - $30.18 $19,927 - $27,041
896 Added 8.7%
11,191 $333,000
Q3 2021

Oct 21, 2021

SELL
$28.58 - $33.42 $73,622 - $86,089
-2,576 Reduced 20.01%
10,295 $306,000
Q4 2020

Feb 12, 2021

BUY
$18.64 - $25.16 $239,915 - $323,834
12,871 New
12,871 $322,000

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 $10.9B
  • 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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