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 15,891 shares of FLMI stock, worth $392,030. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,891
Previous 12,719 24.94%
Holding current value
$392,030
Previous $310,000 28.06%
% of portfolio
0.15%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$24.32 - $25.01 $77,143 - $79,331
3,172 Added 24.94%
15,891 $397,000
Q2 2024

Jul 24, 2024

BUY
$24.06 - $24.54 $99,680 - $101,669
4,143 Added 48.31%
12,719 $310,000
Q1 2024

Apr 23, 2024

BUY
$24.08 - $24.53 $206,510 - $210,369
8,576 New
8,576 $210,000

Others Institutions Holding FLMI

About FRANKLIN DYNAMIC MUNICIPAL BON


  • Ticker FLMI
  • Sector ETFs
  • Industry ETFs
More about FLMI
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.