Franklin Resources shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 11k | 20.15 |
| 2024-06-30 | $250k | 11k | 22.35 |
| 2024-03-31 | $315k | 11k | 28.11 |
| 2023-12-31 | $333k | 11k | 29.79 |
| 2023-09-30 | $253k | 10k | 24.58 |
| 2023-06-30 | $275k | 10k | 26.71 |
| 2023-03-31 | $277k | 10k | 26.94 |
| 2022-12-31 | $272k | 10k | 26.38 |
| 2022-09-30 | $222k | 10k | 21.56 |
| 2022-06-30 | $240k | 10k | 23.31 |
| 2022-03-31 | $287k | 10k | 27.88 |
| 2021-12-31 | $345k | 10k | 33.51 |
| 2021-09-30 | $306k | 10k | 29.72 |
| 2021-06-30 | $412k | 13k | 32.01 |
| 2021-03-31 | $381k | 13k | 29.60 |
| 2020-12-31 | $322k | 13k | 25.02 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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