Spire Wealth Management Putnam Municipal Opportunities Trust Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 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 $145,180. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,000
Previous 14,000
-0.0%
Holding current value
$145,180
Previous $143,000
6.29%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding PMO
# of Institutions
107Shares Held
6.94MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.99 Million3.46% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.71 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.46 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.41 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.36 Million0.0% 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...