Private Wealth Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Private Wealth Advisors, LLC
- $256 Million
- Q3 2024
A detailed history of Private Wealth Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 11,774 shares of PMO stock, worth $122,096. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,774
Previous 11,774
-0.0%
Holding current value
$122,096
Previous $120,000
6.67%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding PMO
# of Institutions
107Shares Held
6.94MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.99 Million3.46% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.71 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.46 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.41 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.36 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...