Activest Wealth Management Putnam Municipal Opportunities Trust Transaction History
Activest Wealth Management
- $332 Million
- Q4 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 $42,869. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,150
Previous 4,150
-0.0%
Holding current value
$42,869
Previous $45,000
6.67%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
105Shares Held
7.33MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.97 Million3.26% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.69 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.345KShares$3.56 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.44 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.4 Million0.03% 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...