Successful Portfolios LLC Putnam Municipal Opportunities Trust Transaction History
Successful Portfolios LLC
- $143 Million
- Q2 2024
A detailed history of Successful Portfolios LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Successful Portfolios LLC holds 12,428 shares of PMO stock, worth $135,465. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,428
Previous 12,428
-0.0%
Holding current value
$135,465
Previous $126,000
0.79%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding PMO
# of Institutions
93Shares Held
6.33MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC709KShares$7.73 Million2.72% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA482KShares$5.25 Million3.46% of portfolio
-
Commonwealth Equity Services, LLC329KShares$3.59 Million0.01% of portfolio
-
Morgan Stanley New York, NY328KShares$3.57 Million0.0% of portfolio
-
Fiera Capital Corp Montreal, A8314KShares$3.43 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...