True Wealth Design, LLC Franklin Covey CO Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Franklin Covey CO stock. As of the latest transaction made, True Wealth Design, LLC holds 14 shares of FC stock, worth $329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$329

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$27.62 - $38.75 $386 - $542	14 New	14 $387,000
Q3 2024 Nov 14, 2024	BUY	$36.88 - $43.71 $1,475 - $1,748	40 New	40 $1.65 Million

Others Institutions Holding FC

# of Institutions

137

Shares Held

10.8M

Call Options Held

900

Put Options Held

2.3K

Black Rock Inc. New York, NY

1.17M
Shares

$27.6 Million
0.0% of portfolio
Royce & Associates LP

936K
Shares

$22 Million
0.3% of portfolio
Vanguard Group Inc Valley Forge, PA

711K
Shares

$16.7 Million
0.0% of portfolio
Alliancebernstein L.P. New York, NY

642K
Shares

$15.1 Million
0.01% of portfolio
Punch & Associates Investment Management, Inc. Edina, MN

586K
Shares

$13.8 Million
1.17% of portfolio

View Full List

About FRANKLIN COVEY CO

Ticker FC
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 13,858,100
Market Cap $326M
Description
Franklin Covey Co. provides training and consulting services in the areas of execution, sales performance, productivity, customer loyalty, and educational improvement for organizations and individuals worldwide. The company operates through three segments: Direct Offices, International Licensees, and Education Practice. It also provides a suite ...

More about FC

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