MB, LEVIS & ASSOCIATES, LLC FT Holdings History
MB, LEVIS & ASSOCIATES, LLC's Franklin Universal Trust Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 10,269.00 shares of Franklin Universal Trust(FT), totaling $77,330.00. This investment constitutes 0.04% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.04% of the outstanding Franklin Universal Trust(FT) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of FT, at an average price of $7.51, for a total of 10,269.00 shares. Based on historical transaction data and FT's current price of $7.68, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his FT holdings is $1,694.38, reflecting a 2.20% gain to date.
MB, LEVIS & ASSOCIATES, LLC FT ($7.68) Holding Chart
MB, LEVIS & ASSOCIATES, LLC FT ($7.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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