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Raymond James Trust’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Raymond James 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
2024
Q3 		$250K Buy
+9,981
New +$247K 0.01% 1140

Other funds holding FLMI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Trust's FLMI Position: Q3 2024 in Review

Raymond James Trust opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2024: 9,981 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #1140 among its holdings.

79 funds tracked by Wall St. Rank hold FLMI as of Q3 2024.

  • Raymond James Trust held 9,981 shares of Franklin Dynamic Municipal Bond ETF worth $250K as of Q3 2024.
  • Franklin Dynamic Municipal Bond ETF was a new Raymond James Trust position in Q3 2024.
  • Franklin Dynamic Municipal Bond ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1140 holding.
  • 79 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.