MassMutual Private Wealth & Trust’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

MassMutual Private Wealth & Trust’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	$430K	Buy	17,092 +45	+0.3%	+$1.12K	0.01%	329
2026 Q1	$423K	Sell	17,047 -2,049	-11%	-$51.4K	0.01%	324
2025 Q4	$475K	Sell	19,096 -4,939	-21%	-$123K	0.01%	316
2025 Q3	$595K	Sell	24,035 -5,712	-19%	-$139K	0.02%	295
2025 Q2	$722K	Sell	29,747 -10,025	-25%	-$242K	0.02%	284
2025 Q1	$972K	Buy	39,772 +1,216	+3%	+$29.9K	0.03%	249
2024 Q4	$942K	Buy	38,556 +7,209	+23%	+$178K	0.03%	252
2024 Q3	$784K	Buy	+31,347	New	+$774K	0.02%	262

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