MWM
RFM

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

Modern 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
Q3 		– Sell
-10,000
Closed -$162K – 465
2024
Q2 		$162K Buy
+10,000
New +$161K 0.01% 388

Other funds holding RFM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FWM
Fairhaven Wealth Management Oak Brook, Illinois $320M AUM 17.7% 1-Year Est. Return

Modern Wealth Management's RFM Position: Q3 2024 in Review

Modern Wealth Management sold out of RiverNorth Flexible Municipal Income Fund (RFM) in Q3 2024, closing a stake of 10,000 shares — an estimated $162K sold.

Modern Wealth Management first reported a position in RFM in Q2 2024 and held it in 1 quarter. The position peaked at $162K in Q2 2024. 19 funds tracked by Wall St. Rank hold RFM as of Q3 2024.

  • Modern Wealth Management reported no remaining RiverNorth Flexible Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 10,000 RiverNorth Flexible Municipal Income Fund shares in Q3 2024, an estimated $162K.
  • Modern Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's RiverNorth Flexible Municipal Income Fund position peaked at $162K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.