Franklin Universal Trust shares owned by Creative Planning
Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Franklin Universal Trust
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Quarterly reported holdings in Franklin Universal Trust by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $98k | 13k | 7.56 |
| 2024-06-30 | $88k | 13k | 6.81 |
| 2019-03-31 | $115k | 16k | 7.05 |
| 2018-12-31 | $104k | 16k | 6.38 |
| 2018-09-30 | $108k | 16k | 6.62 |
| 2018-06-30 | $109k | 16k | 6.68 |
| 2018-03-31 | $113k | 17k | 6.76 |
| 2017-12-31 | $117k | 16k | 7.17 |
| 2017-09-30 | $119k | 16k | 7.30 |
| 2017-06-30 | $117k | 16k | 7.17 |
| 2017-03-31 | $128k | 18k | 6.99 |
| 2016-12-31 | $236k | 35k | 6.67 |
| 2016-09-30 | $241k | 35k | 6.81 |
| 2016-06-30 | $230k | 33k | 6.89 |
| 2016-03-31 | $208k | 33k | 6.23 |
| 2015-12-31 | $191k | 33k | 5.72 |
| 2015-09-30 | $197k | 33k | 5.90 |
| 2015-06-30 | $235k | 37k | 6.45 |
| 2015-03-31 | $284k | 39k | 7.21 |
| 2014-12-31 | $255k | 36k | 7.10 |
| 2014-09-30 | $10k | 1.4k | 7.14 |
| 2013-12-31 | $10k | 1.5k | 6.64 |
| 2013-09-30 | $15k | 2.3k | 6.67 |