Perigon Wealth Management, LLC Franklin Dynamic Municipal Bon Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,500 shares of FLMI stock, worth $310,875. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,500
Previous 12,500
-0.0%
Holding current value
$310,875
Previous $303,000
1.98%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FLMI
# of Institutions
174Shares Held
25.7MCall 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