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Franklin Resources shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by Centennial Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 12k 28.11
2023-12-31 $370k 12k 29.79
2023-09-30 $297k 12k 24.58
2023-06-30 $334k 13k 26.71
2023-03-31 $336k 13k 26.94
2022-12-31 $326k 12k 26.38
2022-09-30 $233k 11k 21.48

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Centennial Wealth Advisory

Top funds holding Franklin Resources

Vanguard Group
BlackRock
ProShare Advisors
Bank of New York Mellon
Amundi
Royal Bank of Canada
Dimensional Fund Advisors
Goldman Sachs Group
Legal & General Group
Charles Schwab Investment Management
Gallagher Fiduciary Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
WEDGE Capital Management L
CBOE Vest Financial

View all funds holding Franklin Resources