FWM
RFM

Fairhaven Wealth Management’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Fairhaven Wealth Management’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$281K Hold
18,864
– – 0.09% 87
2024
Q3 		$307K Buy
18,864
+628
+3% +$10K 0.09% 88
2024
Q2 		$295K Hold
18,236
– – 0.1% 86
2024
Q1 		$297K Buy
+18,236
New +$288K 0.1% 85

Other funds holding RFM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fairhaven Wealth Management's RFM Position: Q4 2024 in Review

Fairhaven Wealth Management held its RiverNorth Flexible Municipal Income Fund (RFM) position steady in Q4 2024 at 18,864 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #87.

Fairhaven Wealth Management first reported a position in RFM in Q1 2024 and has held it in 4 quarters since. The position peaked at $307K in Q3 2024. 21 funds tracked by Wall St. Rank hold RFM as of Q4 2024.

  • Fairhaven Wealth Management held 18,864 shares of RiverNorth Flexible Municipal Income Fund worth $281K as of Q4 2024.
  • Fairhaven Wealth Management left its RiverNorth Flexible Municipal Income Fund share count unchanged in Q4 2024.
  • RiverNorth Flexible Municipal Income Fund made up 0.09% of Fairhaven Wealth Management's portfolio in Q4 2024, its #87 holding.
  • Fairhaven Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund in Q1 2024 and has held it in 4 quarters since.
  • Fairhaven Wealth Management's RiverNorth Flexible Municipal Income Fund position peaked at $307K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.