Simon Quick Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Simon Quick Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Simon Quick Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 10,989 shares of PMO stock, worth $113,516. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,989
Previous 10,222
7.5%
Holding current value
$113,516
Previous $111,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PMO
# of Institutions
105Shares Held
7.33MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.97 Million3.26% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.69 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.345KShares$3.56 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.44 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.4 Million0.03% 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...