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Franklin Resources shares owned by Finer Wealth Management

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

Historical chart of Finer Wealth Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Finer Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 10k 28.11
2023-09-30 $248k 10k 24.58
2023-06-30 $270k 10k 26.71
2023-03-31 $272k 10k 26.94