True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, True Wealth Advisors, LLC holds 20,130 shares of FLMI stock, worth $495,399. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,130
Previous 15,891
26.68%
Holding current value
$495,399
Previous $397,000
23.68%
% of portfolio
0.19%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding FLMI
# of Institutions
93Shares Held
7.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.06MShares$26.2 Million0.01% of portfolio
-
Central Bank & Trust CO750KShares$18.5 Million2.85% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL480KShares$11.8 Million0.0% of portfolio
-
Franklin Resources Inc San Mateo, CA419KShares$10.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN399KShares$9.83 Million0.0% of portfolio