CLIFTONLARSONALLEN WEALTH ADVISORS, LLC FLMI Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Franklin Dynamic Municipal Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 2.06 Mil shares of Franklin Dynamic Municipal Bond ETF(FLMI), totaling $50.34 Mil. This investment constitutes 0.94% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 8.26% of the outstanding Franklin Dynamic Municipal Bond ETF(FLMI) stock.
The initial trade took place in 2025Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 1 purchases of FLMI, at an average price of $24.55, for a total of 2.06 Mil shares. Based on historical transaction data and FLMI's current price of $24.10, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his FLMI holdings is $-926,859.60, reflecting a -1.83% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC FLMI ($24.10) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC FLMI ($24.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
