Steward Partners Investment Advisory’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
117,720
+24,571
| +26% | +$596K | 0.02% | 587 |
|
|
2025
Q1 | $2.28M | Buy |
93,149
+10,664
| +13% | +$261K | 0.02% | 628 |
|
|
2024
Q4 | $2.02M | Buy |
82,485
+16,372
| +25% | +$400K | 0.02% | 636 |
|
|
2024
Q3 | $1.65M | Buy |
66,113
+25,587
| +63% | +$640K | 0.02% | 690 |
|
|
2024
Q2 | $989K | Buy |
40,526
+2,263
| +6% | +$55.2K | 0.01% | 817 |
|
|
2024
Q1 | $939K | Buy |
38,263
+24,302
| +174% | +$596K | 0.01% | 817 |
|
|
2023
Q4 | $339K | Buy |
13,961
+1,963
| +16% | +$47.6K | ﹤0.01% | 1166 |
|
|
2023
Q3 | $275K | Buy |
11,998
+3,076
| +34% | +$70.6K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $213K | Buy |
8,922
+1,691
| +23% | +$40.4K | ﹤0.01% | 1261 |
|
|
2023
Q1 | $173K | Buy |
7,231
+3,062
| +73% | +$73.2K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $97.4K | Sell |
4,169
-349
| -8% | -$8.15K | ﹤0.01% | 1567 |
|
|
2022
Q3 | $103K | Buy |
4,518
+2,773
| +159% | +$63.2K | ﹤0.01% | 1486 |
|
|
2022
Q2 | $41K | Buy |
+1,745
| New | +$41K | ﹤0.01% | 1892 |
|