Tru Wealth Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
Tru Wealth Advisors, LLC
- $1.8 Billion
- Q3 2025
A detailed history of Tru Wealth Advisors, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 434,571 shares of FLMI stock, worth $10.8 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
434,571
Previous 220,265
97.29%
Holding current value
$10.8 Million
Previous $5.34 Million
101.46%
% of portfolio
0.6%
Previous 0.31%
Shares
3 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