Franklin Resources shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Franklin Resources by LMG Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.5M | 83k | 29.79 |
2023-09-30 | $1.8M | 74k | 24.58 |
2023-06-30 | $842k | 32k | 26.71 |
2023-03-31 | $409k | 15k | 26.94 |
2022-12-31 | $307k | 10k | 29.78 |