Rothschild Investment LLC Putnam Municipal Opportunities Trust Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
A detailed history of Rothschild Investment LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Rothschild Investment LLC holds 192,921 shares of PMO stock, worth $1.97 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
192,921
Previous 194,921
1.03%
Holding current value
$1.97 Million
Previous $2 Billion
5.15%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
107Shares Held
6.94MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.91 Million3.46% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.65 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.41 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.36 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.31 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...