Rothschild Investment LLC Putnam Municipal Opportunities Trust Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Rothschild Investment LLC holds 163,388 shares of PMO stock, worth $1.6 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
163,388
Previous 186,921
12.59%
Holding current value
$1.6 Million
Previous $1.89 Billion
12.07%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding PMO
# of Institutions
95Shares Held
7.64MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ641KShares$6.3 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.72 Million3.31% 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...