Melfa Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 481,879 shares of PMO stock, worth $5 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
481,879
Previous 482,371
0.1%
Holding current value
$5 Million
Previous $4.9 Billion
0.88%
% of portfolio
3.46%
Previous 3.54%
Shares
7 transactions
Others Institutions Holding PMO
# of Institutions
89Shares Held
6.08MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC935KShares$9.71 Million3.41% of portfolio
-
Fiera Capital Corp Montreal, A8468KShares$4.86 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC328KShares$3.41 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN294KShares$3.05 Million0.0% of portfolio
-
Ubs Group Ag275KShares$2.86 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...