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Franklin Invs Secs Conv Securities Adv mutual fund shares owned by Kohmann Bosshard Financial Services

Quarter-by-quarter ownership of Franklin Invs Secs Conv Securities Adv mutual fund (FCSZX) shares owned by Kohmann Bosshard Financial Services from 13F filings

Historical chart of Kohmann Bosshard Financial Services investment in Franklin Invs Secs Conv Securities Adv mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Franklin Invs Secs Conv Securities Adv mutual fund held by Kohmann Bosshard Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Invs Secs Conv Securities Adv mutual fund by Kohmann Bosshard Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 492 23.75

More positions owned by Kohmann Bosshard Financial Services

Schwab Us Large Cap Etf Uie (SCHX)
Vanguard Ftse Developed Uie (VEA)
Vanguard Short Term Cor Uie (VCSH)
Schwab Us Aggregate Bond Uie (SCHZ)
Schwab Us Small Cap Etf Uie (SCHA)
Vanguard Dividend Uie (VIG)
Schwab Us Tips Etf Uie (SCHP)
Ishares 0-3 Month Uie (SGOV)
Vanguard Real Estate Uie (VNQ)
State Srt Spdr Prtfl Hgh Uie (SPHY)
Vanguard Growth Etf Uie (VUG)
Vanguard Small Cap Etf Uie (VB)
Ishares Core High Uie (HDV)
Vanguard S&p 500 Etf Uie (VOO)
Schwab Us Dividend Uie (SCHD)

View all positions for Kohmann Bosshard Financial Services

Top funds holding Franklin Invs Secs Conv Securities Adv mutual fund

Wall Street Access Asset Management
Kohmann Bosshard Financial Services

View all funds holding Franklin Invs Secs Conv Securities Adv mutual fund