AWM
FLMI icon

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

Axxcess 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
2026
Q1 		– Sell
-34,220
Closed -$851K – 616
2025
Q4 		$851K Buy
34,220
+891
+3% +$22.2K 0.02% 543
2025
Q3 		$826K Buy
33,329
+624
+2% +$15.1K 0.02% 491
2025
Q2 		$793K Buy
+32,705
New +$788K 0.02% 485

Other funds holding FLMI

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return