Geneos Wealth Management Inc.
Position in FLMI — Franklin Dynamic Municipal Bond ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in FLMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 FLMI | $99,495 | 4,071 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 FLMI | $109,542 | 4,483 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 FLMI | $112,119 | 4,483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FLMI | $109,389 | 4,483 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 FLMI | $34,636 | 1,412 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FLMI | $24,260 | 1,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 FLMI | $22,950 | 1,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FLMI | $23,900 | 1,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FLMI | $23,920 | 1,000 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||