Collaborative Wealth Managment Inc. Franklin Dynamic Municipal Bon Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 38,755 shares of FLMI stock, worth $963,836. This represents 0.4% of its overall portfolio holdings.

Number of Shares
38,755
Previous 33,796 14.67%
Holding current value
$963,836
Previous $819,000 17.09%
% of portfolio
0.4%
Previous 0.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$23.96 - $24.81 $118,817 - $123,032
4,959 Added 14.67%
38,755 $959,000
Q2 2025

Aug 08, 2025
BUY
$23.57 - $24.6 $64,298 - $67,108
2,728 Added 8.78%
33,796 $819,000
Q1 2025

May 08, 2025
BUY
$24.22 - $24.86 $20,417 - $20,956
843 Added 2.79%
31,068 $759,000
Q4 2024

Feb 10, 2025
BUY
$24.42 - $25.06 $69,084 - $70,894
2,829 Added 10.33%
30,225 $738,000
Q3 2024

Nov 12, 2024
BUY
$24.32 - $25.01 $88,208 - $90,711
3,627 Added 15.26%
27,396 $685,000
Q2 2024

Aug 09, 2024
BUY
$24.06 - $24.54 $41,720 - $42,552
1,734 Added 7.87%
23,769 $579,000
Q1 2024

May 10, 2024
BUY
$24.08 - $24.53 $219,609 - $223,713
9,120 Added 70.62%
22,035 $540,000
Q4 2023

Feb 07, 2024
BUY
$22.51 - $24.28 $54,789 - $59,097
2,434 Added 23.22%
12,915 $313,000
Q3 2023

Nov 09, 2023
BUY
$22.92 - $24.0 $240,224 - $251,544
10,481 New
10,481 $240,000

Others Institutions Holding FLMI

# of Institutions
175
Shares Held
25.9M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN DYNAMIC MUNICIPAL BON

FLMI Quotes by TradingView
  • Ticker FLMI
  • Sector ETFs
  • Industry ETFs
More about FLMI
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