True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 2025
A detailed history of True Wealth Advisors, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, True Wealth Advisors, LLC holds 23,477 shares of FLMI stock, worth $572,369. This represents 0.23% of its overall portfolio holdings.
Number of Shares
23,477
Previous 20,130
16.63%
Holding current value
$572,369
Previous $491,000
16.5%
% of portfolio
0.23%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding FLMI
# of Institutions
110Shares Held
14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.59MShares$63.2 Million0.03% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.06MShares$50.2 Million0.94% of portfolio
-
Gamma Investing LLC Foster City, CA1.43MShares$35 Million0.31% of portfolio
-
Central Bank & Trust CO740KShares$18 Million3.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN579KShares$14.1 Million0.0% of portfolio