A detailed history of True Wealth Design, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 292 shares of BEN stock, worth $6,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares
292
Previous 86 239.53%
Holding current value
$6,602
Previous $2.05 Million 229.14%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$23.13 - $26.03 $4,764 - $5,362
206 Added 239.53%
292 $6.75 Million
Q2 2025

Aug 06, 2025

BUY
$16.66 - $23.85 $466 - $667
28 Added 48.28%
86 $2.05 Million
Q1 2025

May 13, 2025

SELL
$18.92 - $22.24 $48,870 - $57,445
-2,583 Reduced 97.8%
58 $1.12 Million
Q4 2024

Feb 14, 2025

BUY
$19.35 - $22.76 $96 - $113
5 Added 0.19%
2,641 $53.6 Million
Q3 2024

Nov 14, 2024

BUY
$19.13 - $23.97 $50,426 - $63,184
2,636 New
2,636 $53.1 Million

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 $11.3B
  • 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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