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Householder Group Estate & Retirement Specialist’s Franklin Municipal Green Bond ETF FLMB Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio FLMB Stock Details FLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,580
Closed -$258K – 763
2024
Q3 		$258K Sell
10,580
-45
-0.4% -$1.09K 0.08% 210
2024
Q2 		$253K Buy
10,625
+2,821
+36% +$67.1K 0.07% 213
2024
Q1 		$187K Buy
+7,804
New +$187K 0.06% 250

Other funds holding FLMB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FLMB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Franklin Municipal Green Bond ETF (FLMB) in Q4 2024, closing a stake of 10,580 shares — an estimated $258K sold.

Householder Group Estate & Retirement Specialist first reported a position in FLMB in Q1 2024 and held it in 3 quarters. The position peaked at $258K in Q3 2024. 17 funds tracked by Wall St. Rank hold FLMB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Franklin Municipal Green Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 10,580 Franklin Municipal Green Bond ETF shares in Q4 2024, an estimated $258K.
  • Householder Group Estate & Retirement Specialist first reported a position in Franklin Municipal Green Bond ETF in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Franklin Municipal Green Bond ETF position peaked at $258K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Franklin Municipal Green Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.