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Able Wealth Management LLC → PPT

Able Wealth Management LLC PPT Position History

Franklin Premier Income Trust

Quarters held
5
Latest value
$17.7M
Q3 2026
Peak value
$17.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.6M
Q4 2025$12.2M
Q1 2026$16.3M
Q2 2026$17M
Q3 2026$17.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.7M333.2K——
Q2 2026$17M333.1K——
Q1 2026$16.3M352.1K——
Q4 2025$12.2M268.8K——
Q3 2025$9.6M225.4K——

Other funds holding PPT

Other Able Wealth Management LLC positions

ETHA

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ETHA

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ETHA

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$43.5M
ETHA

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$43.3M
ETHA

ISHARES TR

$42.4M
ETHA

ISHARES TR

$40.8M
ETHA

BLACKROCK ETF TRUST

$23.9M
ETHA

ISHARES TR

$23.8M