Client 1 St Advisory Group, LLC Putnam Municipal Opportunities Trust Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
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...