Selective Wealth Management, Inc. Franklin Universal Trust Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FT
# of Institutions
47Shares Held
4.52MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC661KShares$5.06 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC650KShares$4.98 Million0.0% of portfolio
-
Morgan Stanley New York, NY346KShares$2.65 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.62 Million0.23% of portfolio
-
Hennion & Walsh Asset Management, Inc.326KShares$2.5 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...