Summit Trail Advisors, LLC's ownership history for BEN

Summit Trail Advisors, LLC currently holds 102.9K shares with a market value of $2.4M. It started holding BEN on 2024-09-30. At its peak, it held 106.9K shares on 2025-12-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 10.5K shares on 2024-09-30, with a value of $214.7K on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has decreased its shares by 2.4K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 92.4K.