Activest Wealth Management Putnam Municipal Opportunities Trust Transaction History
Activest Wealth Management
- $282 Million
- Q3 2024
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 $43,699. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,150
Previous 3,775
9.93%
Holding current value
$43,699
Previous $38,000
18.42%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
107Shares Held
6.94MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$5.06 Million3.46% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.77 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.51 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.46 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.41 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...