Milestones Private Investment Advisors LLC Franklin Dynamic Municipal Bon Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 30,456 shares of FLMI stock, worth $757,136. This represents 0.52% of its overall portfolio holdings.
Number of Shares
30,456
              Previous 26,786
              
        
           13.7%
        
      
          
        Holding current value
$757,136
            Previous $650 Million
            
        
           16.09%
        
      
          
        % of portfolio
0.52%
            Previous 0.48%
          
        Shares
	  2 transactions
	
  Others Institutions Holding FLMI
# of Institutions
153Shares Held
20.5MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC2.9MShares$72 Million0.02% of portfolio
- 
    
      Cliftonlarsonallen Wealth Advisors, LLC2.27MShares$56.5 Million0.89% of portfolio
- 
    
      Meeder Advisory Services, Inc. Dublin, OH1.74MShares$43.2 Million2.0% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN1.06MShares$26.4 Million0.01% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL827KShares$20.5 Million0.01% of portfolio