Patriot Financial Group Insurance Agency, LLC Franklin Dynamic Municipal Bon Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 84,392 shares of FLMI stock, worth $2.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
84,392
Previous 81,946 2.98%
Holding current value
$2.04 Million
Previous $2 Million 2.5%
% of portfolio
0.26%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$23.57 - $24.6 $57,652 - $60,171
2,446 Added 2.98%
84,392 $2.05 Million
Q1 2025

Apr 14, 2025
SELL
$24.22 - $24.86 $1.2 Million - $1.23 Million
-49,505 Reduced 37.66%
81,946 $2 Million
Q4 2024

Jan 22, 2025
SELL
$24.42 - $25.06 $772,941 - $793,199
-31,652 Reduced 19.41%
131,451 $3.21 Million
Q3 2024

Oct 24, 2024
BUY
$24.32 - $25.01 $299,987 - $308,498
12,335 Added 8.18%
163,103 $4.08 Million
Q2 2024

Jul 26, 2024
BUY
$24.06 - $24.54 $14,820 - $15,116
616 Added 0.41%
150,768 $3.68 Million
Q1 2024

Apr 30, 2024
BUY
$24.08 - $24.53 $1.9 Million - $1.93 Million
78,796 Added 110.43%
150,152 $3.68 Million
Q4 2023

Jan 19, 2024
BUY
$22.51 - $24.28 $1.61 Million - $1.73 Million
71,356 New
71,356 $1.73 Million

Others Institutions Holding FLMI

# of Institutions
148
Shares Held
19.3M
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 Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, 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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email