Oliver Lagore Vanvalin Investment Group Putnam Municipal Opportunities Trust Transaction History
Oliver Lagore Vanvalin Investment Group
- $263 Million
- Q2 2025
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 476 shares of PMO stock, worth $4,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
476
Previous 476
-0.0%
Holding current value
$4,669
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PMO
# of Institutions
98Shares Held
7.79MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ641KShares$6.29 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$4.71 Million3.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL480KShares$4.71 Million0.05% of portfolio
-
Hennion & Walsh Asset Management, Inc.457KShares$4.49 Million0.22% of portfolio
-
Morgan Stanley New York, NY411KShares$4.04 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...