Sfg Wealth Management, Llc. Franklin Dynamic Municipal Bon Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 29,483 shares of FLMI stock, worth $727,345. This represents 0.41% of its overall portfolio holdings.
Number of Shares
29,483
Previous 29,434
0.17%
Holding current value
$727,345
Previous $718,000
2.65%
% of portfolio
0.41%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding FLMI
# of Institutions
79Shares Held
6.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.06MShares$26.2 Million0.01% of portfolio
-
Central Bank & Trust CO868KShares$21.4 Million3.07% of portfolio
-
Franklin Resources Inc San Mateo, CA419KShares$10.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN399KShares$9.85 Million0.0% of portfolio
-
Kestra Private Wealth Services, LLC254KShares$6.27 Million0.12% of portfolio