Phoenix Wealth Advisors Franklin Dynamic Municipal Bon Transaction History
Phoenix Wealth Advisors
- $254 Million
- Q3 2025
A detailed history of Phoenix Wealth Advisors transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Phoenix Wealth Advisors holds 12,000 shares of FLMI stock, worth $298,440. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$298,440
Previous $291,000
2.06%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding FLMI
# of Institutions
174Shares 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