Shaker Financial Services, LLC Franklin Universal Trust Transaction History
Shaker Financial Services, LLC
- $244 Million
- Q2 2024
A detailed history of Shaker Financial Services, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Shaker Financial Services, LLC holds 38,813 shares of FT stock, worth $294,202. This represents 0.11% of its overall portfolio holdings.
Number of Shares
38,813
Previous 44,121
12.03%
Holding current value
$294,202
Previous $292,000
9.59%
% of portfolio
0.11%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding FT
# of Institutions
41Shares Held
4.38MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC654KShares$4.96 Million0.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC637KShares$4.83 Million0.0% of portfolio
-
Morgan Stanley New York, NY343KShares$2.6 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.59 Million0.22% of portfolio
-
Hennion & Walsh Asset Management, Inc.262KShares$1.99 Million0.09% 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...