Milestones Private Investment Advisors LLC Franklin Dynamic Municipal Bon Put Options Transaction History

Milestones Private Investment Advisors LLC

$146 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FLMI

# of Institutions

153

Shares Held

20.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.9M
Shares

$72 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.27M
Shares

$56.5 Million
0.89% of portfolio
Meeder Advisory Services, Inc. Dublin, OH

1.74M
Shares

$43.2 Million
2.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.06M
Shares

$26.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

827K
Shares

$20.5 Million
0.01% of portfolio

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About FRANKLIN DYNAMIC MUNICIPAL BON

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