True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 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 26,159 shares of FLMI stock, worth $650,574. This represents 0.22% of its overall portfolio holdings.
Number of Shares
26,159
Previous 21,618
21.01%
Holding current value
$650,574
Previous $524,000
23.47%
% of portfolio
0.22%
Previous 0.19%
Shares
7 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