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Franklin Resources shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Franklin Resources

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All positions including Franklin Resources held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $525k 19k 28.11
2023-12-31 $559k 19k 29.79
2023-09-30 $461k 19k 24.58
2023-06-30 $544k 20k 26.71
2023-03-31 $487k 18k 26.94
2022-12-31 $297k 11k 26.38