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Franklin Universal Trust shares owned by Mb, Levis & Associates

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Mb, Levis & Associates from 13F filings

Historical chart of Mb, Levis & Associates investment in Franklin Universal Trust

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All positions including Franklin Universal Trust held by Mb, Levis & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Mb, Levis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $82k 10k 8.00
2025-09-30 $83k 10k 8.04
2025-06-30 $78k 10k 7.62
2025-03-31 $77k 10k 7.53

More positions owned by Mb, Levis & Associates

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2035 (IBCA)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2033 (IBDY)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Mb, Levis & Associates

Top funds holding Franklin Universal Trust

Moloney Securities Asset Management
Advisors Asset Management
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Stifel Financial
Koshinski Asset Management
Janney Montgomery Scott
Commonwealth Equity Services
Uncommon Cents Investing
Hennion & Walsh Asset Management
Integrated Wealth Concepts
UBS Group
Wells Fargo & Company
Cetera Investment Advisers
Westchester Capital Management
Advisor Group Holdings

View all funds holding Franklin Universal Trust