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

Collaborative 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
2025 Q2	$820K	Buy
2025 Q1	$759K	Buy
2024 Q4	$739K	Buy
2024 Q3	$685K	Buy
2024 Q2	$580K	Buy
2024 Q1	$541K	Buy
2023 Q4	$313K	Buy
2023 Q3	$241K	Buy