Rothschild Investment LLC Putnam Municipal Opportunities Trust Transaction History
Rothschild Investment LLC
- $1.6 Trillion
- Q2 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 2,389 shares of PMO stock, worth $24,654. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,389
Previous 163,388
98.54%
Holding current value
$24,654
Previous $1.66 Billion
98.58%
% of portfolio
0.0%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding PMO
# of Institutions
101Shares Held
7.84MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL605KShares$6.24 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ530KShares$5.47 Million0.02% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$4.96 Million3.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.450KShares$4.65 Million0.19% of portfolio
-
1607 Capital Partners, LLC Richmond, VA377KShares$3.89 Million0.3% 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...