Philip James Wealth Mangement, LLC Franklin Dynamic Municipal Bon Transaction History
Philip James Wealth Mangement, LLC
- $857 Billion
- Q3 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 33,230 shares of FLMI stock, worth $826,097. This represents 0.1% of its overall portfolio holdings.
Number of Shares
33,230Holding current value
$826,097% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FLMI
# of Institutions
157Shares Held
21MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.9MShares$72 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC2.27MShares$56.5 Million0.89% of portfolio
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Meeder Advisory Services, Inc. Dublin, OH1.74MShares$43.2 Million2.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.06MShares$26.4 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL827KShares$20.5 Million0.01% of portfolio