Sheaff Brock Investment Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Sheaff Brock Investment Advisors, LLC
- $1.08 Billion
- Q1 2025
A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 12,000 shares of PMO stock, worth $124,439. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$124,439
Previous $121,000
0.83%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
98Shares Held
7.8MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL605KShares$6.27 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ530KShares$5.49 Million0.02% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$4.98 Million2.91% of portfolio
-
Hennion & Walsh Asset Management, Inc.448KShares$4.65 Million0.18% of portfolio
-
1607 Capital Partners, LLC Richmond, VA377KShares$3.91 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...