Evergreen Wealth Solutions, LLC Franklin Dynamic Municipal Bon Transaction History

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 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 27,850 shares of FLMI stock, worth $692,629. This represents 0.4% of its overall portfolio holdings.

Number of Shares
27,850
Previous 29,850 6.7%
Holding current value
$692,629
Previous $724,000 4.83%
% of portfolio
0.4%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$23.96 - $24.81 $47,920 - $49,620
-2,000 Reduced 6.7%
27,850 $689,000
Q2 2025

Aug 14, 2025
BUY
$23.57 - $24.6 $417,189 - $435,420
17,700 Added 145.68%
29,850 $724,000
Q1 2025

May 14, 2025
BUY
$24.22 - $24.86 $294,273 - $302,049
12,150 New
12,150 $296,000

Others Institutions Holding FLMI

# of Institutions
174
Shares Held
25.7M
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
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email