Shore Haven Wealth Partners, LLC Franklin Dynamic Municipal Bon Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 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 140,153 shares of FLMI stock, worth $3.42 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
140,153
Previous 124,929
12.19%
Holding current value
$3.42 Million
Previous $3.03 Million
13.43%
% of portfolio
1.94%
Previous 1.85%
Shares
8 transactions
Others Institutions Holding FLMI
# of Institutions
62Shares Held
5.4MCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA1.77MShares$43.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC672KShares$16.4 Million0.01% of portfolio
-
Central Bank & Trust CO599KShares$14.6 Million2.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ257KShares$6.29 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY182KShares$4.44 Million0.0% of portfolio