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Franklin Universal Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Franklin Universal Trust

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All positions including Franklin Universal Trust held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 32k 7.56

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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