True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
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 21,618 shares of FLMI stock, worth $519,048. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,618
Previous 23,477
7.92%
Holding current value
$519,048
Previous $572,000
8.39%
% of portfolio
0.19%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding FLMI
# of Institutions
136Shares Held
15.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.08MShares$74.1 Million0.03% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.17MShares$52 Million0.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$18 Million0.01% of portfolio
-
Central Bank & Trust CO742KShares$17.8 Million3.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL598KShares$14.4 Million0.01% of portfolio