Altus Wealth Group LLC Putnam Municipal Opportunities Trust Transaction History

Altus Wealth Group LLC

$209 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$13.2 - $13.88 $13,648 - $14,351	-1,034 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$12.7 - $13.7 $13,131 - $14,165	1,034 New	1,034 $14,000

Others Institutions Holding PMO

# of Institutions

95

Shares Held

7.65M

Call Options Held

0

Put Options Held

0

Pathstone Holdings, LLC Englewood, NJ

641K
Shares

$6.5 Million
0.03% of portfolio
Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.87 Million
3.31% of portfolio
Guggenheim Capital LLC Chicago, IL

480K
Shares

$4.86 Million
0.05% of portfolio
Hennion & Walsh Asset Management, Inc.

457K
Shares

$4.63 Million
0.22% of portfolio
Morgan Stanley New York, NY

411K
Shares

$4.17 Million
0.0% 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...

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