Franklin Or Tax-FR Inc.-AdvFOFZX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$10.66avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Franklin Or Tax-FR Inc.-Adv (FOFZX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($254K).
- Company
- Franklin Or Tax-FR Inc.-Adv
- CUSIP
- 354724502
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 168 shares bought, net +168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.06% | Add +0.7% | 23,826 | $254K |
"% of holder's portfolio" is FOFZX's weight in each manager's 13F, not the share of Franklin Or Tax-FR Inc.-Adv the manager owns.