Iht Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$10.06 - $12.15 $1,398 - $1,688	139 Added 1.0%	14,009 $145,000
Q4 2022 Feb 14, 2023	BUY	$9.96 - $11.4 $1,484 - $1,698	149 Added 1.09%	13,870 $150,000
Q3 2022 Nov 22, 2022	BUY	$9.8 - $12.87 $1,283 - $1,685	131 Added 0.96%	13,721 $134,000
Q2 2022 Aug 15, 2022	BUY	$10.51 - $11.94 $1,418 - $1,611	135 Added 1.0%	13,590 $160,000
Q1 2022 May 16, 2022	SELL	$11.48 - $14.3 $7,002 - $8,723	-610 Reduced 4.34%	13,455 $157,000
Q4 2021 Feb 14, 2022	BUY	$13.36 - $14.88 $1,429 - $1,592	107 Added 0.77%	14,065 $203,000
Q3 2021 Nov 15, 2021	BUY	$13.7 - $14.8 $191,224 - $206,578	13,958 New	13,958 $191,000

Others Institutions Holding PMO

# of Institutions

107

Shares Held

6.94M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.99 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.71 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.46 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.41 Million
0.03% of portfolio
Morgan Stanley New York, NY

324K
Shares

$3.36 Million
0.0% 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.