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Franklin Universal Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $958k 127k 7.56
2024-06-30 $771k 113k 6.81
2024-03-31 $752k 113k 6.64
2023-09-30 $742k 117k 6.35
2023-06-30 $790k 117k 6.73
2023-03-31 $858k 120k 7.13
2022-12-31 $734k 109k 6.73
2022-09-30 $660k 104k 6.33
2022-06-30 $662k 89k 7.45