CWM
Collaborative Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
33,796
+2,728
| +9% | +$66.2K | 0.36% | 59 |
|
|
2025
Q1 | $759K | Buy |
31,068
+843
| +3% | +$20.6K | 0.36% | 57 |
|
|
2024
Q4 | $739K | Buy |
30,225
+2,829
| +10% | +$69.1K | 0.34% | 63 |
|
|
2024
Q3 | $685K | Buy |
27,396
+3,627
| +15% | +$90.7K | 0.31% | 70 |
|
|
2024
Q2 | $580K | Buy |
23,769
+1,734
| +8% | +$42.3K | 0.28% | 77 |
|
|
2024
Q1 | $541K | Buy |
22,035
+9,120
| +71% | +$224K | 0.27% | 82 |
|
|
2023
Q4 | $313K | Buy |
12,915
+2,434
| +23% | +$59.1K | 0.17% | 115 |
|
|
2023
Q3 | $241K | Buy |
+10,481
| New | +$241K | 0.14% | 142 |
|