Shore Haven Wealth Partners, LLC Franklin Dynamic Municipal Bon Put Options Transaction History
Shore Haven Wealth Partners, LLC
- $220 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FLMI
# of Institutions
145Shares Held
17.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.9MShares$69.9 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.17MShares$52.2 Million0.88% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH1.59MShares$38.4 Million2.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN751KShares$18.1 Million0.01% of portfolio
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Central Bank & Trust CO742KShares$17.9 Million3.06% of portfolio