True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History

True Wealth Advisors, LLC

$307 Million
Q4 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 37,687 shares of FLMI stock, worth $937,275. This represents 0.3% of its overall portfolio holdings.

Number of Shares

37,687

Previous 26,159 44.07%

Holding current value

$937,275

Previous $647,000 44.82%

% of portfolio

0.3%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$24.67 - $25.04 $284,395 - $288,661	11,528 Added 44.07%	37,687 $937,000
Q3 2025 Oct 15, 2025	BUY	$23.96 - $24.81 $108,802 - $112,662	4,541 Added 21.01%	26,159 $647,000
Q2 2025 Jul 03, 2025	SELL	$23.57 - $24.6 $43,816 - $45,731	-1,859 Reduced 7.92%	21,618 $524,000
Q1 2025 Apr 10, 2025	BUY	$24.22 - $24.86 $81,064 - $83,206	3,347 Added 16.63%	23,477 $572,000
Q4 2024 Jan 15, 2025	BUY	$24.42 - $25.06 $103,516 - $106,229	4,239 Added 26.68%	20,130 $491,000

Q3 2024 Oct 29, 2024	BUY	$24.32 - $25.01 $77,143 - $79,331	3,172 Added 24.94%	15,891 $397,000
Q2 2024 Jul 24, 2024	BUY	$24.06 - $24.54 $99,680 - $101,669	4,143 Added 48.31%	12,719 $310,000
Q1 2024 Apr 23, 2024	BUY	$24.08 - $24.53 $206,510 - $210,369	8,576 New	8,576 $210,000

Others Institutions Holding FLMI

# of Institutions

176

Shares Held

25.9M

Call Options Held

Put Options Held

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About FRANKLIN DYNAMIC MUNICIPAL BON

Ticker FLMI
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True Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History