Geneos Wealth Management Inc. Franklin Dynamic Municipal Bon Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,071 shares of FLMI stock, worth $76,375. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,071
Previous 3,071
-0.0%
Holding current value
$76,375
Previous $74,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FLMI
# of Institutions
182Shares Held
26.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.77MShares$93.8 Million0.03% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.27MShares$56.5 Million0.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.05MShares$50.9 Million0.01% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH1.74MShares$43.2 Million2.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.11MShares$27.5 Million0.01% of portfolio