Mallini Complete Financial Planning’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Mallini Complete Financial Planning’s Portfolio FLMI Stock Details FLMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Buy	15,592 +161	+1%	+$4.02K	0.28%	29
2026 Q1	$383K	Buy	15,431 +92	+0.6%	+$2.31K	0.3%	26
2025 Q4	$381K	Buy	15,339 +190	+1%	+$4.72K	0.31%	27
2025 Q3	$375K	Buy	15,149 +155	+1%	+$3.76K	0.31%	26
2025 Q2	$364K	Buy	14,994 +162	+1%	+$3.9K	0.46%	28
2025 Q1	$362K	Buy	14,832 +130	+0.9%	+$3.19K	0.35%	26
2024 Q4	$359K	Buy	+14,702	New	+$364K	0.34%	25

Other funds holding FLMI

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return