Bison Wealth, LLC Putnam Municipal Opportunities Trust Transaction History
Bison Wealth, LLC
- $581 Million
- Q2 2024
A detailed history of Bison Wealth, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Bison Wealth, LLC holds 33,889 shares of PMO stock, worth $354,140. This represents 0.06% of its overall portfolio holdings.
Number of Shares
33,889
Previous 33,889
-0.0%
Holding current value
$354,140
Previous $344,000
0.87%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
99Shares Held
6.61MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC709KShares$7.41 Million2.72% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$5.02 Million3.46% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.48 Million0.01% of portfolio
-
Morgan Stanley New York, NY328KShares$3.42 Million0.0% of portfolio
-
Fiera Capital Corp Montreal, A8308KShares$3.21 Million0.01% 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...