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Aspire Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Aspire Wealth Management’s Portfolio FLMI Stock Details FLMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$180K Hold
7,215
– – 0.1% 98
2024
Q2 		$176K Hold
7,215
– – 0.1% 99
2024
Q1 		$177K Hold
7,215
– – 0.11% 101
2023
Q4 		$175K Buy
+7,215
New +$168K 0.12% 94

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CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aspire Wealth Management's FLMI Position: Q3 2024 in Review

Aspire Wealth Management held its Franklin Dynamic Municipal Bond ETF (FLMI) position steady in Q3 2024 at 7,215 shares worth $180K. The position accounts for 0.1% of the portfolio, ranked #98.

Aspire Wealth Management first reported a position in FLMI in Q4 2023 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold FLMI as of Q3 2024.

  • Aspire Wealth Management held 7,215 shares of Franklin Dynamic Municipal Bond ETF worth $180K as of Q3 2024.
  • Aspire Wealth Management left its Franklin Dynamic Municipal Bond ETF share count unchanged in Q3 2024.
  • Franklin Dynamic Municipal Bond ETF made up 0.1% of Aspire Wealth Management's portfolio in Q3 2024, its #98 holding.
  • Aspire Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.