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Franklin Universal Trust shares owned by CGC Financial Services

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by CGC Financial Services from 13F filings

Historical chart of CGC Financial Services investment in Franklin Universal Trust

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All positions including Franklin Universal Trust held by CGC Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 2.4k 7.56
2024-06-30 $16k 2.4k 6.81
2024-03-31 $16k 2.4k 6.64
2023-12-31 $16k 2.4k 6.65

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Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CGC Financial Services

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