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

Shore Haven Wealth Partners, LLC

$203 Million
Q4 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 152,487 shares of FLMI stock, worth $3.76 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

152,487

Previous 148,014 3.02%

Holding current value

$3.76 Million

Previous $3.7 Million 0.68%

% of portfolio

1.84%

Previous 1.83%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$24.42 - $25.06 $109,230 - $112,093	4,473 Added 3.02%	152,487 $3.73 Million
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

104

Shares Held

9.52M

Call Options Held

Put Options Held

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About FRANKLIN DYNAMIC MUNICIPAL BON

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