Franklin Resources shares owned by Consultiva Wealth Management, Corp.
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Consultiva Wealth Management, Corp.
from 13F filings
Historical chart of Consultiva Wealth Management, Corp. investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Franklin Resources by Consultiva Wealth Management, Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 1.3k | 23.13 |
| 2025-06-30 | $31k | 1.3k | 23.84 |
| 2025-03-31 | $8.9k | 463 | 19.26 |
| 2024-12-31 | $9.2k | 455 | 20.32 |
| 2024-09-30 | $9.0k | 449 | 20.14 |
| 2024-06-30 | $9.9k | 443 | 22.35 |
| 2023-06-30 | $9.5k | 354 | 26.71 |
More positions owned by Consultiva Wealth Management, Corp.
View all positions for Consultiva Wealth Management, Corp.