Patriot Financial Group Insurance Agency, LLC Franklin Dynamic Municipal Bon Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 81,946 shares of FLMI stock, worth $2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

81,946

Previous 131,451 37.66%

Holding current value

$2 Million

Previous $3.21 Million 37.83%

% of portfolio

0.29%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$24.22 - $24.86 $1.2 Million - $1.23 Million	-49,505 Reduced 37.66%	81,946 $2 Million
Q4 2024 Jan 22, 2025	SELL	$24.42 - $25.06 $772,941 - $793,199	-31,652 Reduced 19.41%	131,451 $3.21 Million
Q3 2024 Oct 24, 2024	BUY	$24.32 - $25.01 $299,987 - $308,498	12,335 Added 8.18%	163,103 $4.08 Million
Q2 2024 Jul 26, 2024	BUY	$24.06 - $24.54 $14,820 - $15,116	616 Added 0.41%	150,768 $3.68 Million
Q1 2024 Apr 30, 2024	BUY	$24.08 - $24.53 $1.9 Million - $1.93 Million	78,796 Added 110.43%	150,152 $3.68 Million
Q4 2023 Jan 19, 2024	BUY	$22.51 - $24.28 $1.61 Million - $1.73 Million	71,356 New	71,356 $1.73 Million

Others Institutions Holding FLMI

# of Institutions

109

Shares Held

11.8M

Call Options Held

Put Options Held

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About FRANKLIN DYNAMIC MUNICIPAL BON

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Patriot Financial Group Insurance Agency, LLC Franklin Dynamic Municipal Bon Transaction History