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Athena Wealth Management, LLC → PPT

Athena Wealth Management, LLC PPT Position History

Franklin Premier Income Trust

Quarters held
4
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.5M
Q1 2026$3.5M
Q2 2026$3.8M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M77.9K——
Q2 2026$3.8M75.5K——
Q1 2026$3.5M75.5K——
Q4 2025$3.5M76.5K——

Other funds holding PPT

Other Athena Wealth Management, LLC positions

FDX

FIDELITY MERRIMACK STR TR

$40.7M
FDX

FIDELITY MERRIMACK STR TR

$39.9M
FDX

FIDELITY MERRIMACK STR TR

$37.6M
FDX

FIDELITY MERRIMACK STR TR

$37M
AAPL

APPLE INC

$7.2M
AAPL

APPLE INC

$5.7M
MSFT

MICROSOFT CORP

$5.2M
ETHA

ISHARES TR

$3.6M