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Laurel Wealth Planning LLC → BEN

Laurel Wealth Planning LLC BEN Position History

Franklin Templeton Inc. • Financial Services

Quarters held
2
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$7.7M
Q3 2026$7.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.9M189.1K——
Q2 2026$7.7M188.7K——

Other funds holding BEN

Other Laurel Wealth Planning LLC positions

VGES

VANGUARD INDEX FDS

$16.9M
VGES

VANGUARD INDEX FDS

$16.6M
VGES

VANGUARD INDEX FDS

$15.5M
VGES

VANGUARD INDEX FDS

$14.7M
ETHA

ISHARES TR

$12.1M
ETHA

ISHARES TR

$11.6M
ETHA

ISHARES TR

$11.4M
STT-PG

SPDR SERIES TRUST

$11.3M