Activest Wealth Management Putnam Municipal Opportunities Trust Transaction History
Activest Wealth Management
- $402 Million
- Q2 2025
A detailed history of Activest Wealth Management transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Activest Wealth Management holds 4,150 shares of PMO stock, worth $41,002. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,150
Previous 4,150
-0.0%
Holding current value
$41,002
Previous $42,000
2.38%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
98Shares Held
7.79MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ641KShares$6.34 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$4.75 Million3.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL480KShares$4.74 Million0.05% of portfolio
-
Hennion & Walsh Asset Management, Inc.450KShares$4.45 Million0.19% of portfolio
-
Morgan Stanley New York, NY411KShares$4.06 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...