Financial Network Wealth Management LLC Putnam Municipal Opportunities Trust Transaction History

Financial Network Wealth Management LLC

$263 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$10.03 - $10.54 $8,515 - $8,948	-849 Reduced 7.55%	10,401 $103,000
Q4 2023 Jan 09, 2024	BUY	$8.6 - $10.39 $96,750 - $116,887	11,250 New	11,250 $115,000
Q4 2022 Feb 09, 2023	SELL	$9.96 - $11.4 $40,836 - $46,740	-4,100 Reduced 26.71%	11,250 $122,000
Q4 2020 Feb 12, 2021	BUY	$12.7 - $13.7 $194,945 - $210,295	15,350 New	15,350 $210,000

Others Institutions Holding PMO

# of Institutions

92

Shares Held

6.32M

Call Options Held

0

Put Options Held

0

Robinson Capital Management, LLC

709K
Shares

$7.61 Million
2.72% of portfolio
Melfa Wealth Management, LLC Westborough, MA

482K
Shares

$5.18 Million
3.46% of portfolio
Commonwealth Equity Services, LLC

329K
Shares

$3.54 Million
0.01% of portfolio
Morgan Stanley New York, NY

328K
Shares

$3.52 Million
0.0% of portfolio
Fiera Capital Corp Montreal, A8

314K
Shares

$3.38 Million
0.01% 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...

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