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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$23.57 - $24.6 $2.51 Million - $2.62 Million
106,403 Added 5.17%
2,166,091 $52.5 Million
Q1 2025

Apr 16, 2025
BUY
$24.22 - $24.86 $49.9 Million - $51.2 Million
2,059,688 New
2,059,688 $50.2 Million

Others Institutions Holding FLMI

# of Institutions
136
Shares Held
15.7M
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
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