APWM
FLMI icon

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

Atlas Private 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
Q1 		$1.17M Buy
47,589
+1,039
+2% +$25.2K 0.49% 66
2023
Q4 		$1.13M Buy
+46,550
New +$1.08M 0.53% 62

Other funds holding FLMI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Private Wealth Management's FLMI Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2.2% in Q1 2024, buying an estimated $25.2K and bringing the position to 47,589 shares worth $1.17M. The position accounts for 0.49% of the portfolio, ranked #66.

Atlas Private Wealth Management first reported a position in FLMI in Q4 2023 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold FLMI as of Q1 2024.

  • Atlas Private Wealth Management held 47,589 shares of Franklin Dynamic Municipal Bond ETF worth $1.17M as of Q1 2024.
  • Atlas Private Wealth Management bought 1,039 Franklin Dynamic Municipal Bond ETF shares in Q1 2024, an estimated $25.2K.
  • Franklin Dynamic Municipal Bond ETF made up 0.49% of Atlas Private Wealth Management's portfolio in Q1 2024, its #66 holding.
  • Atlas Private Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.