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Insight Wealth Strategies, LLC → BEN

Insight Wealth Strategies, LLC BEN Position History

Franklin Templeton Inc. • Financial Services

Quarters held
4
Latest value
$36.9M
Q3 2026
Peak value
$36.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.9M
Q1 2026$25.4M
Q2 2026$27.4M
Q3 2026$36.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$36.9M885.4K——
Q2 2026$27.4M679.2K——
Q1 2026$25.4M626.0K——
Q4 2025$21.9M595.2K——

Other funds holding BEN

Other Insight Wealth Strategies, LLC positions

IVZ

INVESCO EXCH TRADED FD TR II

$37.4M
CVX

CHEVRON CORPORATION

$36.3M
ETHA

BLACKROCK ETF TRUST

$33.7M
CVX

CHEVRON CORP NEW

$33.5M
IVZ

INVESCO EXCH TRADED FD TR II

$33.5M
CVX

CHEVRON CORPORATION

$33.1M
ETHA

BLACKROCK ETF TRUST

$33.1M
VGES

VANGUARD SCOTTSDALE FDS

$31.4M