Shore Haven Wealth Partners, LLC Franklin Dynamic Municipal Bon Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 148,014 shares of FLMI stock, worth $3.65 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
148,014
Previous 146,018 1.37%
Holding current value
$3.65 Million
Previous $3.56 Million 3.9%
% of portfolio
1.83%
Previous 1.91%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$24.32 - $25.01 $48,542 - $49,919
1,996 Added 1.37%
148,014 $3.7 Million
Q2 2024

Jul 24, 2024
BUY
$24.06 - $24.54 $141,111 - $143,927
5,865 Added 4.18%
146,018 $3.56 Million
Q1 2024

May 02, 2024
BUY
$24.08 - $24.53 $366,593 - $373,444
15,224 Added 12.19%
140,153 $3.44 Million
Q4 2023

Feb 06, 2024
SELL
$22.51 - $24.28 $194,486 - $209,779
-8,640 Reduced 6.47%
124,929 $3.03 Million
Q3 2023

Oct 24, 2023
BUY
$22.92 - $24.0 $1.34 Million - $1.4 Million
58,384 Added 77.65%
133,569 $3.07 Million
Q2 2023

Jul 19, 2023
BUY
$23.55 - $24.13 $565,223 - $579,144
24,001 Added 46.89%
75,185 $1.8 Million
Q1 2023

Apr 14, 2023
BUY
$23.45 - $24.2 $888,286 - $916,696
37,880 Added 284.73%
51,184 $1.22 Million
Q4 2022

Jan 24, 2023
SELL
$22.48 - $23.76 $1.76 Million - $1.86 Million
-78,322 Reduced 85.48%
13,304 $0
Q3 2022

Nov 09, 2022
BUY
$22.75 - $24.36 $258,667 - $276,973
11,370 Added 14.17%
91,626 $2.08 Million
Q2 2022

Aug 01, 2022
BUY
$23.31 - $24.77 $1.87 Million - $1.99 Million
80,256 New
80,256 $1.9 Million

Others Institutions Holding FLMI

# of Institutions
79
Shares Held
6.57M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN DYNAMIC MUNICIPAL BON

FLMI Quotes by TradingView
  • Ticker FLMI
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