EFS
Essex Financial Services’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 | $559K | Sell |
23,055
-591
| -2% | -$14.3K | 0.04% | 383 |
|
|
2025
Q1 | $578K | Sell |
23,646
-2,282
| -9% | -$55.8K | 0.04% | 348 |
|
|
2024
Q4 | $634K | Buy |
25,928
+466
| +2% | +$11.4K | 0.04% | 328 |
|
|
2024
Q3 | $631K | Buy |
25,462
+1,159
| +5% | +$28.7K | 0.05% | 332 |
|
|
2024
Q2 | $598K | Buy |
24,303
+79
| +0.3% | +$1.94K | 0.04% | 339 |
|
|
2024
Q1 | $594K | Buy |
24,224
+11,304
| +87% | +$277K | 0.05% | 294 |
|
|
2023
Q4 | $313K | Buy |
+12,920
| New | +$313K | 0.03% | 388 |
|