Wealthcare Advisory Partners LLC Franklin Resources Inc Transaction History

Wealthcare Advisory Partners LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$26.31 - $29.33 $95,426 - $106,379	3,627 Added 50.71%	10,779 $302,000
Q4 2023 Feb 06, 2024	BUY	$22.24 - $30.18 $159,060 - $215,847	7,152 New	7,152 $213,000
Q2 2021 Aug 16, 2021	SELL	$28.67 - $35.74 $3,985 - $4,967	-139 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$24.28 - $30.26 $3,374 - $4,206	139 New	139 $4,000
Q2 2020 Jul 29, 2020	SELL	$15.31 - $24.23 $45 - $72	-3 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$15.3 - $26.31 $1,499 - $2,578	-98 Reduced 97.03%	3 $0
Q4 2019 Jan 29, 2020	BUY	$25.8 - $28.99 $25 - $28	1 Added 1.0%	101 $3,000
Q2 2019 Jul 30, 2019	BUY	$31.82 - $35.67 $31 - $35	1 Added 1.01%	100 $3,000
Q1 2019 May 13, 2019	SELL	$29.09 - $33.7 $1,716 - $1,988	-59 Reduced 37.34%	99 $3,000
Q4 2018 Feb 14, 2019	BUY	$27.76 - $34.27 $27 - $34	1 Added 0.64%	158 $5,000
Q2 2018 Aug 14, 2018	BUY	$31.8 - $34.5 $286 - $310	9 Added 6.08%	157 $5,000
Q4 2017 Feb 14, 2018	BUY	$40.45 - $45.07 $3,438 - $3,830	85 Added 134.92%	148 $6,000
Q3 2017 Nov 15, 2017	BUY	$41.04 - $44.78 $2,585 - $2,821	63	63 $3,000

612

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $9.87B
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...

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