Tidemark, LLC Franklin Dynamic Municipal Bon Transaction History

Tidemark, LLC

$290 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$24.08 - $24.53 $96 - $98	4 Added 0.75%	534 $13.1 Million
Q4 2023 Feb 09, 2024	BUY	$22.51 - $24.28 $11,930 - $12,868	530 New	530 $12.9 Million

Others Institutions Holding FLMI

# of Institutions

146

Shares Held

18.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.9M
Shares

$69.9 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.17M
Shares

$52.2 Million
0.88% of portfolio
Meeder Advisory Services, Inc. Dublin, OH

1.59M
Shares

$38.4 Million
2.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$18.1 Million
0.01% of portfolio
Central Bank & Trust CO

742K
Shares

$17.9 Million
3.06% of portfolio

About FRANKLIN DYNAMIC MUNICIPAL BON

Ticker FLMI
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