Collaborative Wealth Managment Inc. Putnam Municipal Opportunities Trust Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 13,400 shares of PMO stock, worth $130,918. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,400
Previous 15,324
12.56%
Holding current value
$130,918
Previous $155,000
12.26%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
95Shares Held
7.64MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ641KShares$6.27 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.7 Million3.31% of portfolio
-
Guggenheim Capital LLC Chicago, IL480KShares$4.69 Million0.05% of portfolio
-
Hennion & Walsh Asset Management, Inc.457KShares$4.47 Million0.22% of portfolio
-
Morgan Stanley New York, NY411KShares$4.02 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...