Successful Portfolios LLC Putnam Municipal Opportunities Trust Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 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 $130,991. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,428
Previous 12,428
-0.0%
Holding current value
$130,991
Previous $135,000
7.41%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding PMO
# of Institutions
103Shares Held
7.19MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$5.07 Million3.26% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.77 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.345KShares$3.63 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.51 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.47 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...