Melfa Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 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 480,850 shares of PMO stock, worth $5 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
480,850
Previous 481,879
0.21%
Holding current value
$5 Million
Previous $4.94 Billion
6.01%
% of portfolio
3.46%
Previous 3.46%
Shares
8 transactions
Others Institutions Holding PMO
# of Institutions
107Shares Held
6.94MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.72 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.46 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.42 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.36 Million0.0% of portfolio
-
Fiera Capital Corp Montreal, A8308KShares$3.2 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...