True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 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 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
Others Institutions Holding FLMI
# of Institutions
79Shares Held
6.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.06MShares$26.2 Million0.01% of portfolio
-
Central Bank & Trust CO868KShares$21.4 Million3.07% of portfolio
-
Franklin Resources Inc San Mateo, CA419KShares$10.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN399KShares$9.85 Million0.0% of portfolio
-
Kestra Private Wealth Services, LLC254KShares$6.27 Million0.12% of portfolio