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 480,850 shares of PMO stock, worth $4.94 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
480,850
Previous 481,879 0.21%
Holding current value
$4.94 Million
Previous $4.94 Billion 6.01%
% of portfolio
3.46%
Previous 3.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$10.15 - $10.9 $10,444 - $11,216
-1,029 Reduced 0.21%
480,850 $5.24 Billion
Q2 2024

Jul 15, 2024

SELL
$9.72 - $10.26 $4,782 - $5,047
-492 Reduced 0.1%
481,879 $4.94 Billion
Q1 2024

Apr 23, 2024

SELL
$10.03 - $10.54 $26,037 - $27,361
-2,596 Reduced 0.54%
482,371 $4.9 Billion
Q4 2023

Jan 22, 2024

BUY
$8.6 - $10.39 $5,796 - $7,002
674 Added 0.14%
484,967 $4.96 Billion
Q3 2023

Oct 30, 2023

SELL
$8.99 - $10.41 $17,269 - $19,997
-1,921 Reduced 0.4%
484,293 $4.46 Billion
Q2 2023

Jul 18, 2023

BUY
$9.73 - $10.54 $14,254 - $15,441
1,465 Added 0.3%
486,214 $4.96 Billion
Q1 2023

Apr 20, 2023

BUY
$10.06 - $12.15 $51,446 - $62,135
5,114 Added 1.07%
484,749 $5.02 Billion
Q4 2022

Jan 31, 2023

BUY
$9.96 - $11.4 $4.78 Million - $5.47 Million
479,635 New
479,635 $5.2 Billion

Others Institutions Holding PMO

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...
More about PMO
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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