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Clark Wealth Partners PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
7
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $66K |
| Q2 2025 | $85K |
| Q3 2025 | $231K |
| Q4 2025 | $231K |
| Q1 2026 | $258K |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 52.5K | — | — |
| Q2 2026 | $2.7M | 52.7K | — | — |
| Q1 2026 | $258K | 5.6K | — | — |
| Q4 2025 | $231K | 5.1K | — | — |
| Q3 2025 | $231K | 5.1K | — | — |
| Q2 2025 | $85K | 2.1K | — | — |
| Q1 2025 | $66K | 1.7K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$435.9M
$382.5M
$327.2M