A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 33,196 shares of BEN stock, worth $728,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,196
Previous 38,216 13.14%
Holding current value
$728,984
Previous $854,000 21.66%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$19.13 - $23.97 $96,032 - $120,329
-5,020 Reduced 13.14%
33,196 $669,000
Q2 2024

Jul 16, 2024

BUY
$21.83 - $27.62 $183,502 - $232,173
8,406 Added 28.2%
38,216 $854,000
Q1 2024

Apr 15, 2024

SELL
$26.31 - $29.33 $119,789 - $133,539
-4,553 Reduced 13.25%
29,810 $837,000
Q4 2023

Jan 30, 2024

BUY
$22.24 - $30.18 $197,246 - $267,666
8,869 Added 34.79%
34,363 $1.02 Million
Q3 2023

Nov 13, 2023

BUY
$24.27 - $30.0 $618,739 - $764,820
25,494 New
25,494 $626,000

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 $10.9B
  • 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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