Avantax Planning Partners, Inc. Franklin Universal Trust Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$6.17 - $6.71 $15,733 - $17,110	-2,550 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$6.63 - $6.82 $16,906 - $17,391	2,550 New	2,550 $17,000
Q2 2018 Aug 13, 2018	SELL	$6.56 - $6.81 $16,728 - $17,365	-2,550 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$6.7 - $7.15 $17,085 - $18,232	2,550 New	2,550 $17,000

Others Institutions Holding FT

# of Institutions

48

Shares Held

4.64M

Call Options Held

0

Put Options Held

0

Moloney Securities Asset Management, LLC

661K
Shares

$4.85 Million
0.7% of portfolio
Lpl Financial LLC Fort Mill, SC

650K
Shares

$4.77 Million
0.0% of portfolio
Morgan Stanley New York, NY

346K
Shares

$2.54 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

342K
Shares

$2.51 Million
0.23% of portfolio
Hennion & Walsh Asset Management, Inc.

326K
Shares

$2.39 Million
0.12% of portfolio

About FRANKLIN UNIVERSAL TRUST

Ticker FT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...

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