Transform Wealth, LLC Putnam Master Intermediate Income Trust Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Putnam Master Intermediate Income Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 169,225 shares of PIM stock, worth $553,365. This represents 0.04% of its overall portfolio holdings.
Number of Shares
169,225
Previous 169,225
-0.0%
Holding current value
$553,365
Previous $551,000
1.81%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PIM
# of Institutions
59Shares Held
27.5MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN23MShares$75.2 Million1.7% of portfolio
-
1607 Capital Partners, LLC Richmond, VA1.07MShares$3.49 Million0.28% of portfolio
-
Allspring Global Investments Holdings, LLC715KShares$2.34 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY329KShares$1.08 Million0.18% of portfolio
-
Essential Planning, Llc. Portsmouth, NH205KShares$671,0200.0% of portfolio
About PUTNAM MASTER INTERMEDIATE INCOME TRUST
- Ticker PIM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Putnam Master Intermediate Income 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 the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks...