T
FLMI icon

Tidemark’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Tidemark’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
Q2 		– Sell
-534
Closed -$13.1K – 669
2024
Q1 		$13.1K Buy
534
+4
+0.8% +$97 0.01% 400
2023
Q4 		$12.9K Buy
+530
New +$12.3K 0.01% 391

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 $705M AUM 34.21% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Tidemark's FLMI Position: Q2 2024 in Review

Tidemark sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2024, closing a stake of 534 shares — an estimated $13.1K sold.

Tidemark first reported a position in FLMI in Q4 2023 and held it in 2 quarters. The position peaked at $13.1K in Q1 2024. 68 funds tracked by Wall St. Rank hold FLMI as of Q2 2024.

  • Tidemark reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 534 Franklin Dynamic Municipal Bond ETF shares in Q2 2024, an estimated $13.1K.
  • Tidemark first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's Franklin Dynamic Municipal Bond ETF position peaked at $13.1K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.