A detailed history of Soa Wealth Advisors, Llc. transactions in Franklin Resources Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 96 shares of BEN stock, worth $2,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
96
Previous 96 -0.0%
Holding current value
$2,154
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2024

BUY
$22.24 - $30.18 $22 - $30
1 Added 1.05%
96 $2,000
Q3 2022

Oct 07, 2022

SELL
$21.52 - $29.02 $365 - $493
-17 Reduced 15.18%
95 $2,000
Q2 2022

Jul 13, 2022

SELL
$23.07 - $28.02 $2,445 - $2,970
-106 Reduced 48.62%
112 $2,000
Q3 2021

Oct 12, 2021

BUY
$28.58 - $33.42 $114 - $133
4 Added 1.87%
218 $6,000
Q2 2021

Jul 14, 2021

BUY
$28.67 - $35.74 $602 - $750
21 Added 10.88%
214 $6,000
Q1 2021

Apr 26, 2021

BUY
$24.28 - $30.26 $776 - $968
32 Added 19.88%
193 $5,000
Q4 2020

Mar 10, 2021

BUY
$18.64 - $25.16 $3,001 - $4,050
161 New
161 $4,000

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 $11.2B
  • 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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