A detailed history of Venturi Wealth Management, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 235 shares of BEN stock, worth $4,631. This represents 0.0% of its overall portfolio holdings.

Number of Shares
235
Previous 169 39.05%
Holding current value
$4,631
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$21.83 - $27.62 $1,440 - $1,822
66 Added 39.05%
235 $5,000
Q4 2023

Jan 23, 2024

BUY
$22.24 - $30.18 $2,713 - $3,681
122 Added 259.57%
169 $5,000
Q3 2023

Nov 02, 2023

BUY
$24.27 - $30.0 $922 - $1,140
38 Added 422.22%
47 $1,000
Q2 2023

Jul 24, 2023

BUY
$24.01 - $27.3 $216 - $245
9 New
9 $0
Q3 2019

Oct 29, 2019

BUY
$25.93 - $35.51 $9,931 - $13,600
383 New
383 $11,000

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 $9.82B
  • 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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