Spire Wealth Management Putnam Municipal Opportunities Trust Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 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 $145,880. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,000
Previous 14,000
-0.0%
Holding current value
$145,880
Previous $142,000
2.82%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PMO
# of Institutions
100Shares Held
7.83MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL605KShares$6.3 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ530KShares$5.52 Million0.02% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$5.01 Million3.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.450KShares$4.69 Million0.19% of portfolio
-
1607 Capital Partners, LLC Richmond, VA377KShares$3.93 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...