Back to BEN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BEN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BEN Position History

Franklin Templeton Inc. • Financial Services

Quarters held
10
Latest value
$7.3M
Q3 2026
Peak value
$14.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$923K
Q3 2025$6.4M
Q4 2025$1.1M
Q4 2025$7.3M
Q1 2026$950K
Q1 2026$7.1M
Q2 2026$14.6M
Q2 2026$7.5M
Q3 2026$3.6M
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M174.7K——
Q3 2026$3.6M118.7K——
Q2 2026$7.5M182.6K——
Q2 2026$14.6M446.3K——
Q1 2026$7.1M175.0K——
Q1 2026$950K40.6K——
Q4 2025$7.3M197.0K——
Q4 2025$1.1M44.5K——
Q3 2025$6.4M183.2K——
Q3 2025$923K39.4K——

Other funds holding BEN

Other WEALTH ENHANCEMENT ADVISORY SERVICES, LLC positions

ETHA

ISHARES TR

$4.5B
ETHA

ISHARES TR

$4.4B
ETHA

ISHARES TR

$3.9B
ETHA

ISHARES TR

$3.6B
ETHA

ISHARES TR

$2.9B
AAPL

APPLE INC

$2.2B
AAPL

APPLE INC

$2B
AAPL

APPLE INC

$2B