Vest Gen Advisors, LLC Franklin Dynamic Municipal Bon Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 195,913 shares of FLMI stock, worth $4.87 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
195,913
Previous 195,667
0.13%
Holding current value
$4.87 Million
Previous $4.75 Billion
2.23%
% of portfolio
0.16%
Previous 0.19%
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