A detailed history of Plante Moran Financial Advisors, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 145 shares of BEN stock, worth $3,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
145
Previous 125 16.0%
Holding current value
$3,027
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024

BUY
$19.13 - $23.97 $382 - $479
20 Added 16.0%
145 $2,000
Q1 2024

May 09, 2024

BUY
$26.31 - $29.33 $3,288 - $3,666
125 New
125 $3,000
Q1 2022

May 06, 2022

SELL
$26.83 - $35.96 $3,514 - $4,710
-131 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$28.89 - $37.68 $3,784 - $4,936
131 New
131 $4,000
Q3 2019

Nov 13, 2019

SELL
$25.93 - $35.51 $2,489 - $3,408
-96 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$31.82 - $35.67 $3,054 - $3,424
96 New
96 $3,000

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 $10.4B
  • 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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.