Collaborative Wealth Managment Inc. Putnam Municipal Opportunities Trust Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
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 15,324 shares of PMO stock, worth $158,756. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,324
Previous 15,324
-0.0%
Holding current value
$158,756
Previous $157,000
6.37%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding PMO
# of Institutions
107Shares Held
6.94MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.98 Million3.46% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.7 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.45 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.41 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.35 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...