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Franklin Universal Trust shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 9.6k 7.56

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Franklin Universal Trust

Moloney Securities Asset Management
LPL Financial
Morgan Stanley
Koshinski Asset Management
Hennion & Walsh Asset Management
Stifel Financial
Advisor Group Holdings
Uncommon Cents Investing
Commonwealth Equity Services
Wells Fargo & Company
Westchester Capital Management
Integrated Wealth Concepts
Sanctuary Advisors
Wolverine Asset Management
Janney Montgomery Scott

View all funds holding Franklin Universal Trust