Envestnet Asset Management Inc Putnam Municipal Opportunities Trust Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Envestnet Asset Management Inc holds 123,602 shares of PMO stock, worth $1.29 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123,602
Previous 126,126
2.0%
Holding current value
$1.29 Million
Previous $1.25 Million
2.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding PMO
# of Institutions
94Shares Held
8.18MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL608KShares$6.32 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ564KShares$5.86 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
-
Advisors Asset Management, Inc. Monument, CO421KShares$4.37 Million0.08% 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...