Ae Wealth Management LLC Franklin Dynamic Municipal Bon Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Ae Wealth Management LLC holds 15,510 shares of FLMI stock, worth $385,733. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,510

Previous 14,071 10.23%

Holding current value

$385,733

Previous $348,000 10.63%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$24.67 - $25.04 $35,500 - $36,032	1,439 Added 10.23%	15,510 $385,000
Q3 2025 Nov 03, 2025	BUY	$23.96 - $24.81 $24,894 - $25,777	1,039 Added 7.97%	14,071 $348,000
Q2 2025 Aug 06, 2025	BUY	$23.57 - $24.6 $98,334 - $102,631	4,172 Added 47.09%	13,032 $316,000
Q1 2025 May 06, 2025	SELL	$24.22 - $24.86 $1,477 - $1,516	-61 Reduced 0.68%	8,860 $216,000
Q4 2024 Feb 13, 2025	SELL	$24.42 - $25.06 $341 - $350	-14 Reduced 0.16%	8,921 $218,000

Q3 2024 Nov 14, 2024	BUY	$24.32 - $25.01 $217,299 - $223,464	8,935 New	8,935 $223,000
Q1 2024 May 15, 2024	SELL	$24.08 - $24.53 $187,222 - $190,720	-7,775 Reduced 46.85%	8,821 $216,000
Q4 2023 Feb 14, 2024	BUY	$22.51 - $24.28 $373,575 - $402,950	16,596 New	16,596 $402,000

Others Institutions Holding FLMI

# of Institutions

182

Shares Held

26.6M

Call Options Held

Put Options Held

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About FRANKLIN DYNAMIC MUNICIPAL BON

Ticker FLMI
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Ae Wealth Management LLC Franklin Dynamic Municipal Bon Transaction History