Perigon Wealth Management, LLC Franklin Dynamic Municipal Bon Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 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 45,500 shares of FLMI stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
45,500
Previous 12,500
264.0%
Holding current value
$1.13 Million
Previous $309,000
266.02%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FLMI
# of Institutions
179Shares Held
26.2MCall 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