Collaborative Wealth Managment Inc. Franklin Dynamic Municipal Bon Transaction History

Collaborative Wealth Managment Inc.

$222 Million
Q2 2025

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 33,796 shares of FLMI stock, worth $840,168. This represents 0.37% of its overall portfolio holdings.

Number of Shares

33,796

Previous 31,068 8.78%

Holding current value

$840,168

Previous $759,000 7.91%

% of portfolio

0.37%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$23.57 - $24.6 $64,298 - $67,108	2,728 Added 8.78%	33,796 $819,000
Q1 2025 May 08, 2025	BUY	$24.22 - $24.86 $20,417 - $20,956	843 Added 2.79%	31,068 $759,000
Q4 2024 Feb 10, 2025	BUY	$24.42 - $25.06 $69,084 - $70,894	2,829 Added 10.33%	30,225 $738,000
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

154

Shares Held

20.5M

Call Options Held

Put Options Held

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About FRANKLIN DYNAMIC MUNICIPAL BON

Ticker FLMI
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Collaborative Wealth Managment Inc. Franklin Dynamic Municipal Bon Transaction History