Concurrent Investment Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
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 15,110 shares of PMO stock, worth $155,633. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,110
Previous 14,729
2.59%
Holding current value
$155,633
Previous $151 Million
1.88%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
88Shares Held
6.06MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC935KShares$9.63 Million3.41% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA482KShares$4.96 Million3.46% of portfolio
-
Fiera Capital Corp Montreal, A8468KShares$4.82 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC328KShares$3.38 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN294KShares$3.03 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...