Visionary Wealth Advisors Franklin Dynamic Municipal Bon Transaction History

Visionary Wealth Advisors

$1.82 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$24.22 - $24.86 $4,432 - $4,549	183 Added 0.88%	20,991 $513,000
Q4 2024 Feb 13, 2025	BUY	$24.42 - $25.06 $5,372 - $5,513	220 Added 1.07%	20,808 $508,000
Q3 2024 Nov 12, 2024	BUY	$24.32 - $25.01 $39,836 - $40,966	1,638 Added 8.64%	20,588 $514,000
Q2 2024 Aug 13, 2024	BUY	$24.06 - $24.54 $44,390 - $45,276	1,845 Added 10.79%	18,950 $462,000
Q1 2024 May 15, 2024	SELL	$24.08 - $24.53 $37,348 - $38,046	-1,551 Reduced 8.31%	17,105 $419,000
Q4 2023 Feb 14, 2024	SELL	$22.51 - $24.28 $6,032 - $6,507	-268 Reduced 1.42%	18,656 $452,000
Q3 2023 Nov 13, 2023	BUY	$22.92 - $24.0 $4,973 - $5,208	217 Added 1.16%	18,924 $434,000
Q2 2023 Aug 11, 2023	BUY	$23.55 - $24.13 $15,001 - $15,370	637 Added 3.53%	18,707 $447,000
Q1 2023 May 15, 2023	BUY	$23.45 - $24.2 $423,741 - $437,294	18,070 New	18,070 $432,000

Others Institutions Holding FLMI

# of Institutions

149

Shares Held

19.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.9M
Shares

$71.4 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.17M
Shares

$53.4 Million
0.88% of portfolio
Meeder Advisory Services, Inc. Dublin, OH

1.59M
Shares

$39.3 Million
2.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.06M
Shares

$26.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

827K
Shares

$20.4 Million
0.01% of portfolio

About FRANKLIN DYNAMIC MUNICIPAL BON

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