Cliftonlarsonallen Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 2,166,091 shares of FLMI stock, worth $52 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
2,166,091
Previous 2,059,688
5.17%
Holding current value
$52 Million
Previous $50.2 Million
4.65%
% of portfolio
0.88%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding FLMI
# of Institutions
136Shares Held
15.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.08MShares$74.1 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$18 Million0.01% of portfolio
-
Central Bank & Trust CO742KShares$17.8 Million3.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL598KShares$14.4 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL560KShares$13.4 Million0.39% of portfolio