Collaborative Wealth Managment Inc. Franklin Dynamic Municipal Bon Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 27,396 shares of FLMI stock, worth $671,475. This represents 0.32% of its overall portfolio holdings.

Number of Shares
27,396
Previous 23,769 15.26%
Holding current value
$671,475
Previous $579,000 18.31%
% of portfolio
0.32%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.32 - $25.01 $88,208 - $90,711
3,627 Added 15.26%
27,396 $685,000
Q2 2024

Aug 09, 2024
BUY
$24.06 - $24.54 $41,720 - $42,552
1,734 Added 7.87%
23,769 $579,000
Q1 2024

May 10, 2024
BUY
$24.08 - $24.53 $219,609 - $223,713
9,120 Added 70.62%
22,035 $540,000
Q4 2023

Feb 07, 2024
BUY
$22.51 - $24.28 $54,789 - $59,097
2,434 Added 23.22%
12,915 $313,000
Q3 2023

Nov 09, 2023
BUY
$22.92 - $24.0 $240,224 - $251,544
10,481 New
10,481 $240,000

Others Institutions Holding FLMI

# of Institutions
89
Shares Held
7.12M
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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