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 $571,980. This represents 0.04% of its overall portfolio holdings.
Number of Shares
169,225
Previous 169,225
-0.0%
Holding current value
$571,980
Previous $551,000
1.81%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PIM
# of Institutions
65Shares Held
28.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN23.5MShares$79.4 Million1.64% of portfolio
-
Sheets Smith Investment Management Houston, TX1.1MShares$3.73 Million2.73% of portfolio
-
1607 Capital Partners, LLC Richmond, VA418KShares$1.41 Million0.11% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY367KShares$1.24 Million0.16% of portfolio
-
Sheets Smith Wealth Management241KShares$815,3470.1% 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...