A detailed history of Goal Vest Advisory LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 664 shares of BEN stock, worth $14,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares
664
Holding current value
$14,720
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

BUY
$22.1 - $23.8 $14,674 - $15,803
664 New
664 $14,000
Q1 2024

Apr 15, 2024

BUY
$26.31 - $29.33 $5,788 - $6,452
220 New
220 $6,000
Q3 2023

Oct 10, 2023

BUY
$24.27 - $30.0 $2,912 - $3,600
120 New
120 $2,000
Q2 2022

Jul 06, 2022

SELL
$23.07 - $28.02 $3,968 - $4,819
-172 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$26.83 - $35.96 $4,614 - $6,185
172 New
172 $5,000

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 $11B
  • 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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