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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

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All positions including Franklin Resources held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.9k 443 22.35
2023-06-30 $9.5k 354 26.71

More positions owned by Consultiva Wealth Management, Corp.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Vanguard Index Fds Small Cp Etf (VB)
Etf Opportunities Trust Idx Dynamic Inno (DYNI)
Ishares Em Mkts Div Etf (DVYE)
Spdr Index Shs Fds S&p North Amer (NANR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Moderna (MRNA)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
State Street Corporation
Invesco
ProShare Advisors
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Bank of New York Mellon
Royal Bank of Canada
Dimensional Fund Advisors
AQR Capital Management
CBOE Vest Financial
Charles Schwab Investment Management

View all funds holding Franklin Resources