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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

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

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Quarterly 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