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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.0M | 125k | 8.04 |
| 2025-06-30 | $965k | 127k | 7.62 |
| 2025-03-31 | $954k | 127k | 7.53 |
| 2024-12-31 | $926k | 127k | 7.31 |
| 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 |
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