Arkadios Wealth Advisors Putnam Premier Income Trust Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$4.24 - $4.61 $2,836 - $3,084	-669 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$4.51 - $4.74 $28,480 - $29,933	-6,315 Reduced 90.42%	669 $3,000
Q2 2021 Jul 28, 2021	BUY	$4.62 - $4.82 $21,695 - $22,634	4,696 Added 205.24%	6,984 $32,000
Q1 2021 Apr 26, 2021	BUY	$4.62 - $4.87 $46 - $48	10 Added 0.44%	2,288 $11,000
Q4 2020 Feb 09, 2021	BUY	$4.37 - $4.68 $9,954 - $10,661	2,278 New	2,278 $10,000

Others Institutions Holding PPT

# of Institutions

95

Shares Held

34.1M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

20.2M
Shares

$70.7 Million
1.68% of portfolio
Allspring Global Investments Holdings, LLC

3.76M
Shares

$13.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.41M
Shares

$4.92 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

1.13M
Shares

$3.96 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.01M
Shares

$3.54 Million
0.35% of portfolio

About PUTNAM PREMIER INCOME TRUST

Ticker PPT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Premier Income 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 the public fixed income markets across the globe. The fund primarily invests in U.S. high-grade and high-yield bonds with an average credit quality o...

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