Melfa Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History
Melfa Wealth Management, LLC
- $158 Billion
- Q2 2025
A detailed history of Melfa Wealth Management, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 480,444 shares of PMO stock, worth $4.74 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
480,444
Previous 480,794
0.07%
Holding current value
$4.74 Million
Previous $4.9 Billion
3.01%
% of portfolio
3.0%
Previous 3.31%
Shares
10 transactions
Others Institutions Holding PMO
# of Institutions
101Shares Held
7.83MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL605KShares$5.96 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ530KShares$5.22 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.450KShares$4.44 Million0.19% of portfolio
-
1607 Capital Partners, LLC Richmond, VA377KShares$3.72 Million0.3% of portfolio
-
Morgan Stanley New York, NY368KShares$3.63 Million0.0% of portfolio
About PUTNAM MUNICIPAL OPPORTUNITIES TRUST
- Ticker PMO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Putnam Municipal Opportunities Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer...