Cliftonlarsonallen Wealth Advisors, LLC Franklin Dynamic Municipal Bon Call Options Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FLMI
# of Institutions
133Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.08MShares$74.5 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN751KShares$18.1 Million0.01% of portfolio
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Central Bank & Trust CO742KShares$17.9 Million3.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL598KShares$14.4 Million0.01% of portfolio
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Rfg Advisory, LLC Birmingham, AL560KShares$13.5 Million0.39% of portfolio