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 $3.72 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
152,487
Previous 148,014
3.02%
Holding current value
$3.72 Million
Previous $3.7 Million
0.68%
% of portfolio
1.84%
Previous 1.83%
Shares
11 transactions
Others Institutions Holding FLMI
# of Institutions
105Shares Held
10.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.59MShares$63.2 Million0.03% of portfolio
-
Gamma Investing LLC Foster City, CA1.43MShares$35 Million0.31% of portfolio
-
Central Bank & Trust CO750KShares$18.3 Million2.85% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN579KShares$14.1 Million0.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL560KShares$13.6 Million0.39% of portfolio