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Bucket List Wealth Management, LLC → PPT
Bucket List Wealth Management, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
3
Latest value
$28.5M
Q3 2026
Peak value
$28.5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $16M |
| Q2 2026 | $26.7M |
| Q3 2026 | $28.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.5M | 541.6K | — | — |
| Q2 2026 | $26.7M | 523.2K | — | — |
| Q1 2026 | $16M | 345.5K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M