Franklin Dynamic Asset AllocPAEAX
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$21.20avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Franklin Dynamic Asset Alloc (PAEAX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($22K) and Coston, McIsaac & Partners ($18K).
- Company
- Franklin Dynamic Asset Alloc
- Filed as
- PUTNAM DYNAMIC ASSET ALLOCATION GR A (Q3 2024)
- CUSIP
- 746444108
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 867 shares bought, net +867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tucker Asset Management LLC | 0.01% | No change | 1,012 | $22K |
| Coston, McIsaac & Partners | 0.01% | New | 867 | $18K |
"% of holder's portfolio" is PAEAX's weight in each manager's 13F, not the share of Franklin Dynamic Asset Alloc the manager owns.