Ae Wealth Management LLC Franklin Dynamic Municipal Bon Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

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 8,821 shares of FLMI stock, worth $215,144. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,821
Previous 16,596 46.85%
Holding current value
$215,144
Previous $402,000 46.27%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
62
Shares Held
5.4M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN DYNAMIC MUNICIPAL BON

FLMI Quotes by TradingView
  • Ticker FLMI
  • Sector ETFs
  • Industry ETFs
More about FLMI
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email