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ATX Financial Planning, LLC → PPT
ATX Financial Planning, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $4M |
| Q2 2026 | $5.4M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 124.9K | — | — |
| Q2 2026 | $5.4M | 106.3K | — | — |
| Q1 2026 | $4M | 85.6K | — | — |
| Q4 2025 | $1.2M | 26.2K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M