Steward Partners Investment Advisory, LLC Franklin Dynamic Municipal Bon Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 66,113 shares of FLMI stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
66,113
Previous 40,526 63.14%
Holding current value
$1.62 Million
Previous $988,000 67.31%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.32 - $25.01 $622,275 - $639,930
25,587 Added 63.14%
66,113 $1.65 Million
Q2 2024

Aug 08, 2024
BUY
$24.06 - $24.54 $54,447 - $55,534
2,263 Added 5.91%
40,526 $988,000
Q1 2024

May 15, 2024
BUY
$24.08 - $24.53 $585,192 - $596,128
24,302 Added 174.07%
38,263 $938,000
Q4 2023

Feb 12, 2024
BUY
$22.51 - $24.28 $44,187 - $47,661
1,963 Added 16.36%
13,961 $338,000
Q3 2023

Nov 13, 2023
BUY
$22.92 - $24.0 $70,501 - $73,824
3,076 Added 34.48%
11,998 $275,000
Q2 2023

Aug 14, 2023
BUY
$23.55 - $24.13 $39,823 - $40,803
1,691 Added 23.39%
8,922 $213,000
Q1 2023

May 15, 2023
BUY
$23.45 - $24.2 $71,803 - $74,100
3,062 Added 73.45%
7,231 $172,000
Q4 2022

Feb 15, 2023
SELL
$22.48 - $23.76 $7,845 - $8,292
-349 Reduced 7.72%
4,169 $97,000
Q3 2022

Nov 10, 2022
BUY
$22.75 - $24.36 $63,085 - $67,550
2,773 Added 158.91%
4,518 $103,000
Q2 2022

Aug 04, 2022
BUY
$23.31 - $24.77 $40,675 - $43,223
1,745 New
1,745 $41,000

Others Institutions Holding FLMI

# of Institutions
80
Shares Held
6.93M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN DYNAMIC MUNICIPAL BON

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