AE Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
13,032
+4,172
| +47% | +$101K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $217K | Sell |
8,860
-61
| -0.7% | -$1.49K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $218K | Sell |
8,921
-14
| -0.2% | -$342 | ﹤0.01% | 1238 |
|
|
2024
Q3 | $223K | Buy |
+8,935
| New | +$223K | ﹤0.01% | 1135 |
|
|
2024
Q2 | – | Sell |
-8,821
| Closed | -$216K | – | 1254 |
|
|
2024
Q1 | $216K | Sell |
8,821
-7,775
| -47% | -$191K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $400K | Buy |
+16,596
| New | +$400K | ﹤0.01% | 1564 |
|