Summit Trail Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 10,420 shares of PMO stock, worth $106,909. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,420
Previous 12,443
16.26%
Holding current value
$106,909
Previous $127,000
17.32%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PMO
# of Institutions
90Shares Held
6.13MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC935KShares$9.6 Million3.41% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA482KShares$4.95 Million3.54% of portfolio
-
Fiera Capital Corp Montreal, A8468KShares$4.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC328KShares$3.37 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN294KShares$3.01 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...