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Wealthcare Advisory Partners LLC → BEN
Wealthcare Advisory Partners LLC BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
5
Latest value
$19.7M
Q3 2026
Peak value
$19.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $460K |
| Q4 2025 | $464K |
| Q1 2026 | $18.1M |
| Q2 2026 | $19M |
| Q3 2026 | $19.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.7M | 221.4K | — | — |
| Q2 2026 | $19M | 210.0K | — | — |
| Q1 2026 | $18.1M | 199.3K | — | — |
| Q4 2025 | $464K | 5.1K | — | — |
| Q3 2025 | $460K | 5.0K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M