Franklin Or Tax-FR Inc.-AdvFOFZX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$10.50avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Franklin Or Tax-FR Inc.-Adv (FOFZX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($248K).
- Company
- Franklin Or Tax-FR Inc.-Adv
- CUSIP
- 354724502
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 167 shares bought, net +167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.07% | Add +0.7% | 23,658 | $248K |
"% 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.