Evergreen Wealth Solutions, LLC Franklin Dynamic Municipal Bon Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 29,850 shares of FLMI stock, worth $742,071. This represents 0.45% of its overall portfolio holdings.
Number of Shares
29,850
Previous 12,150
145.68%
Holding current value
$742,071
Previous $296,000
144.59%
% of portfolio
0.45%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FLMI
# of Institutions
149Shares Held
20.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.9MShares$72 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.27MShares$56.5 Million0.89% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH1.59MShares$39.6 Million2.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.06MShares$26.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL827KShares$20.5 Million0.01% of portfolio