Defined Wealth Management, LLC Franklin Covey CO Transaction History
Defined Wealth Management, LLC
- $148 Million
- Q3 2024
A detailed history of Defined Wealth Management, LLC transactions in Franklin Covey CO stock. As of the latest transaction made, Defined Wealth Management, LLC holds 9,808 shares of FC stock, worth $393,398. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,808
Previous 9,808
-0.0%
Holding current value
$393,398
Previous $372,000
8.33%
% of portfolio
0.27%
Previous 0.27%
Shares
7 transactions
Others Institutions Holding FC
# of Institutions
124Shares Held
10.3MCall Options Held
4KPut Options Held
12.4K-
Black Rock Inc. New York, NY1.17MShares$47 Million0.0% of portfolio
-
Alliancebernstein L.P. New York, NY755KShares$30.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA746KShares$29.9 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN620KShares$24.9 Million1.46% of portfolio
-
Rice Hall James & Associates, LLC549KShares$22 Million1.33% of portfolio
About FRANKLIN COVEY CO
- Ticker FC
- Exchange NYSE
- Sector Industrials
- Industry Consulting Services
- Shares Outstandng 13,858,100
- Market Cap $556M
- Description
- Franklin Covey Co. provides training and consulting services in the areas of execution, sales performance, productivity, customer loyalty, and educational improvement for organizations and individuals worldwide. The company operates through three segments: Direct Offices, International Licensees, and Education Practice. It also provides a suite ...