Captrust Financial Advisors Franklin Dynamic Municipal Bon Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Captrust Financial Advisors holds 48,240 shares of FLMI stock, worth $1.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

48,240

Previous 71,075 32.13%

Holding current value

$1.2 Million

Previous $1.74 Million 32.64%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$23.57 - $24.6 $538,220 - $561,741	-22,835 Reduced 32.13%	48,240 $1.17 Million
Q1 2025 May 14, 2025	BUY	$24.22 - $24.86 $7,629 - $7,830	315 Added 0.45%	71,075 $1.74 Million
Q4 2024 Feb 14, 2025	SELL	$24.42 - $25.06 $73,943 - $75,881	-3,028 Reduced 4.1%	70,760 $1.73 Million
Q3 2024 Nov 14, 2024	SELL	$24.32 - $25.01 $51,388 - $52,846	-2,113 Reduced 2.78%	73,788 $1.85 Million
Q2 2024 Aug 14, 2024	SELL	$24.06 - $24.54 $5,293 - $5,398	-220 Reduced 0.29%	75,901 $1.85 Million
Q1 2024 May 15, 2024	SELL	$24.08 - $24.53 $351,953 - $358,530	-14,616 Reduced 16.11%	76,121 $1.87 Million
Q4 2023 Feb 14, 2024	SELL	$22.51 - $24.28 $437,594 - $472,003	-19,440 Reduced 17.64%	90,737 $2.2 Million
Q3 2023 Nov 14, 2023	BUY	$22.92 - $24.0 $16,341 - $17,112	713 Added 0.65%	110,177 $2.53 Million
Q2 2023 Aug 14, 2023	BUY	$23.55 - $24.13 $2.58 Million - $2.64 Million	109,464 New	109,464 $2.62 Million

Others Institutions Holding FLMI

# of Institutions

171

Shares Held

24.6M

Call Options Held

Put Options Held

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About FRANKLIN DYNAMIC MUNICIPAL BON

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Captrust Financial Advisors Franklin Dynamic Municipal Bon Transaction History