RJFSA
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Raymond James Financial Services Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$3.83M Buy
153,318
+15,383
+11% +$380K 0.01% 1375
2024
Q2 		$3.37M Buy
137,935
+17,837
+15% +$433K ﹤0.01% 1374
2024
Q1 		$2.95M Buy
120,098
+375
+0.3% +$9.11K ﹤0.01% 1435
2023
Q4 		$2.9M Sell
119,723
-54,560
-31% -$1.27M ﹤0.01% 1368
2023
Q3 		$4M Buy
174,283
+120
+0.1% +$2.83K 0.01% 1122
2023
Q2 		$4.16M Buy
174,163
+13,723
+9% +$327K 0.01% 1121
2023
Q1 		$3.84M Sell
160,440
-19,987
-11% -$476K 0.01% 1125
2022
Q4 		$4.21M Buy
+180,427
New +$4.17M 0.01% 1057
2022
Q3 		– Sell
-75,397
Closed -$1.78M – 3324
2022
Q2 		$1.78M Buy
75,397
+1,366
+2% +$32.6K ﹤0.01% 1503
2022
Q1 		$1.84M Buy
+74,031
New +$1.91M ﹤0.01% 1549

Other funds holding FLMI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $636M AUM 25.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return