Sea Crest Wealth Management, LLC Franklin Universal Trust Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 19,988 shares of FT stock, worth $146,711. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,988
Previous 19,661
1.66%
Holding current value
$146,711
Previous $133,000
13.53%
% of portfolio
0.02%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding FT
# of Institutions
48Shares Held
4.64MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC661KShares$4.85 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC650KShares$4.77 Million0.0% of portfolio
-
Morgan Stanley New York, NY346KShares$2.54 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.51 Million0.23% of portfolio
-
Hennion & Walsh Asset Management, Inc.326KShares$2.39 Million0.12% 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...