New England Private Wealth Advisors LLC Franklin Dynamic Municipal Bon Transaction History
New England Private Wealth Advisors LLC
- $727 Million
- Q3 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 94,825 shares of FLMI stock, worth $2.36 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
94,825
Previous 82,230
15.32%
Holding current value
$2.36 Million
Previous $1.99 Million
17.75%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding FLMI
# of Institutions
175Shares Held
25.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.77MShares$93.8 Million0.03% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.27MShares$56.5 Million0.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.05MShares$50.9 Million0.01% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH1.74MShares$43.2 Million2.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.11MShares$27.5 Million0.01% of portfolio