A detailed history of Wealth Alliance Advisory Group, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 17,859 shares of BEN stock, worth $355,572. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,859
Previous 18,679 4.39%
Holding current value
$355,572
Previous $525,000 24.0%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Jul 30, 2024

SELL
$21.83 - $27.62 $17,900 - $22,648
-820 Reduced 4.39%
17,859 $399,000
Q1 2024

Apr 15, 2024

SELL
$26.31 - $29.33 $2,078 - $2,317
-79 Reduced 0.42%
18,679 $525,000
Q4 2023

Jan 10, 2024

BUY
$22.24 - $30.18 $88 - $120
4 Added 0.02%
18,758 $558,000
Q3 2023

Oct 10, 2023

SELL
$24.27 - $30.0 $38,929 - $48,120
-1,604 Reduced 7.88%
18,754 $460,000
Q2 2023

Jul 13, 2023

BUY
$24.01 - $27.3 $54,862 - $62,380
2,285 Added 12.64%
20,358 $543,000
Q1 2023

May 02, 2023

BUY
$26.19 - $33.82 $178,458 - $230,449
6,814 Added 60.52%
18,073 $486,000
Q4 2022

Jan 17, 2023

BUY
$20.74 - $27.68 $233,511 - $311,649
11,259 New
11,259 $0

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 $9.92B
  • 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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