A detailed history of Stratos Wealth Partners, Ltd. transactions in Franklin Universal Trust stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 19,300 shares of FT stock, worth $141,662. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,300
Previous 19,300 -0.0%
Holding current value
$141,662
Previous $131,000 10.69%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$6.37 - $6.91 $1,274 - $1,382
-200 Reduced 1.03%
19,300 $131,000
Q2 2023

Jul 18, 2023

BUY
$6.6 - $7.18 $1,320 - $1,436
200 Added 1.04%
19,500 $131,000
Q1 2023

Apr 27, 2023

SELL
$6.71 - $7.36 $1,342 - $1,472
-200 Reduced 1.03%
19,300 $137,000
Q2 2022

Jul 22, 2022

BUY
$7.06 - $8.22 $1,412 - $1,644
200 Added 1.04%
19,500 $145,000
Q1 2022

Apr 26, 2022

BUY
$7.8 - $8.44 $1,560 - $1,688
200 Added 1.05%
19,300 $156,000
Q3 2021

Oct 19, 2021

BUY
$8.11 - $8.62 $1,622 - $1,723
200 Added 1.06%
19,100 $155,000
Q3 2019

Nov 12, 2019

BUY
$7.24 - $7.6 $136,836 - $143,640
18,900 New
18,900 $143,000
Q3 2019

Nov 12, 2019

SELL
$7.24 - $7.6 $136,836 - $143,640
-18,900 Closed
0 $0
Q2 2018

Aug 13, 2018

SELL
$6.56 - $6.81 $42,640 - $44,265
-6,500 Reduced 25.59%
18,900 $126,000
Q3 2017

Nov 07, 2017

BUY
$7.16 - $7.32 $181,864 - $185,928
25,400
25,400 $185,000

Others Institutions Holding FT

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...
More about FT
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