Landmark Wealth Management (New York)’s Franklin Municipal Green Bond ETF FLMB Stock Holding History

Landmark Wealth Management (New York)’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
2023 Q3	–	Sell	-12,347	Closed	-$293K	–	73
2023 Q2	$293K	Buy	12,347 +87	+0.7%	+$2.07K	0.26%	33
2023 Q1	$293K	Buy	+12,260	New	+$291K	0.16%	60
2022 Q3	–	Sell	-30,985	Closed	-$731K	–	64
2022 Q2	$731K	Sell	30,985 -45,231	-59%	-$1.08M	0.93%	21
2022 Q1	$991K	Buy	+76,216	New	+$1.99M	0.52%	39

Other funds holding FLMB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Landmark Wealth Management (New York)'s FLMB Position: Q3 2023 in Review

Landmark Wealth Management (New York) sold out of Franklin Municipal Green Bond ETF (FLMB) in Q3 2023, closing a stake of 12,347 shares — an estimated $293K sold.

Landmark Wealth Management (New York) first reported a position in FLMB in Q1 2022 and held it in 4 quarters. The position peaked at $991K in Q1 2022. 16 funds tracked by Wall St. Rank hold FLMB as of Q3 2023.

Landmark Wealth Management (New York) reported no remaining Franklin Municipal Green Bond ETF position as of Q3 2023 after selling out during the quarter.
Landmark Wealth Management (New York) sold 12,347 Franklin Municipal Green Bond ETF shares in Q3 2023, an estimated $293K.
Landmark Wealth Management (New York) first reported a position in Franklin Municipal Green Bond ETF in Q1 2022 and held it in 4 quarters.
Landmark Wealth Management (New York)'s Franklin Municipal Green Bond ETF position peaked at $991K in Q1 2022.
16 funds tracked by Wall St. Rank held Franklin Municipal Green Bond ETF as of Q3 2023.

Based on Landmark Wealth Management (New York)'s 13F filing for Q3 2023, filed 13 Oct 2023.