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Green Ridge Wealth Planning LLC → PPT
Green Ridge Wealth Planning LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
3
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $8.2M |
| Q2 2026 | $10.5M |
| Q3 2026 | $13.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.6M | 259.0K | — | — |
| Q2 2026 | $10.5M | 206.5K | — | — |
| Q1 2026 | $8.2M | 177.5K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M