Spire Wealth Management Putnam Municipal Opportunities Trust Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 2024
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 $153,020. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,000
Previous 14,000
-0.0%
Holding current value
$153,020
Previous $142,000
0.7%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PMO
# of Institutions
92Shares Held
6.33MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC709KShares$7.75 Million2.72% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA482KShares$5.27 Million3.46% of portfolio
-
Commonwealth Equity Services, LLC329KShares$3.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY328KShares$3.58 Million0.0% of portfolio
-
Fiera Capital Corp Montreal, A8314KShares$3.44 Million0.01% 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...