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BAKER TILLY WEALTH MANAGEMENT, LLC → PPT
BAKER TILLY WEALTH MANAGEMENT, LLC PPT Position History
Franklin Premier Income Trust
Quarters held
5
Latest value
$34M
Q3 2026
Peak value
$34M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.4M |
| Q4 2025 | $21M |
| Q1 2026 | $23.9M |
| Q2 2026 | $30.2M |
| Q3 2026 | $34M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34M | 646.8K | — | — |
| Q2 2026 | $30.2M | 592.7K | — | — |
| Q1 2026 | $23.9M | 515.8K | — | — |
| Q4 2025 | $21M | 460.1K | — | — |
| Q3 2025 | $16.4M | 383.6K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$435.9M
$382.5M
$327.2M