Franklin Or Tax-FR Inc.-AdvFOFZX

13F holders, Q1 2024 (March 31)
1holders
$10.51avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Franklin Or Tax-FR Inc.-Adv (FOFZX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($247K).

Company
Franklin Or Tax-FR Inc.-Adv
CUSIP
354724502
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Encompass Wealth Advisors, LLC 0.07% Add +0.7% 23,491 $247K

"% 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.