Lake Point Wealth Management Putnam Municipal Opportunities Trust Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Lake Point Wealth Management holds 585 shares of PMO stock, worth $6,113. This represents 0.0% of its overall portfolio holdings.
Number of Shares
585Holding current value
$6,113% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PMO
# of Institutions
99Shares Held
6.61MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC709KShares$7.41 Million2.72% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$5.02 Million3.46% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.48 Million0.01% of portfolio
-
Morgan Stanley New York, NY328KShares$3.42 Million0.0% of portfolio
-
Fiera Capital Corp Montreal, A8308KShares$3.21 Million0.01% 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...