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O'Dell Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

O'Dell Group’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
2024
Q1 		– Sell
-179
Closed -$4.34K – 222
2023
Q4 		$4.34K Buy
+179
New +$4.17K ﹤0.01% 400

Other funds holding FLMI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

O'Dell Group's FLMI Position: Q1 2024 in Review

O'Dell Group sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2024, closing a stake of 179 shares — an estimated $4.34K sold.

O'Dell Group first reported a position in FLMI in Q4 2023 and held it in 1 quarter. The position peaked at $4.34K in Q4 2023. 65 funds tracked by Wall St. Rank hold FLMI as of Q1 2024.

  • O'Dell Group reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 179 Franklin Dynamic Municipal Bond ETF shares in Q1 2024, an estimated $4.34K.
  • O'Dell Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • O'Dell Group's Franklin Dynamic Municipal Bond ETF position peaked at $4.34K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.