Spire Wealth Management Putnam Municipal Opportunities Trust Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Spire Wealth Management holds 14,000 shares of PMO stock, worth $135,240. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,000
Previous 14,000
-0.0%
Holding current value
$135,240
Previous $141,000
0.71%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PMO
# of Institutions
99Shares Held
7.94MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ575KShares$5.56 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.65 Million3.26% of portfolio
-
Hennion & Walsh Asset Management, Inc.457KShares$4.42 Million0.22% of portfolio
-
Morgan Stanley New York, NY413KShares$3.99 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL368KShares$3.56 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...