Collaborative Wealth Managment Inc. Franklin Dynamic Municipal Bon Put Options Transaction History

Collaborative Wealth Managment Inc.

$207 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FLMI

# of Institutions

139

Shares Held

17.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.08M
Shares

$74.5 Million
0.03% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.17M
Shares

$52.3 Million
0.88% of portfolio
Meeder Advisory Services, Inc. Dublin, OH

1.59M
Shares

$38.5 Million
2.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$18.1 Million
0.01% of portfolio
Central Bank & Trust CO

742K
Shares

$17.9 Million
3.06% of portfolio

About FRANKLIN DYNAMIC MUNICIPAL BON

Ticker FLMI
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