Concurrent Investment Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,340 shares of PMO stock, worth $190,919. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,340
Previous 17,990
1.95%
Holding current value
$190,919
Previous $178 Million
6.48%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PMO
# of Institutions
98Shares Held
7.8MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL605KShares$6.3 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ530KShares$5.51 Million0.02% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$5 Million2.91% of portfolio
-
Hennion & Walsh Asset Management, Inc.448KShares$4.66 Million0.18% of portfolio
-
1607 Capital Partners, LLC Richmond, VA377KShares$3.93 Million0.3% 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...