Transform Wealth, LLC Putnam Premier Income Trust Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$3.27 - $3.62 $9,156 - $10,136	2,800 Added 2.17%	131,600 $469,000
Q3 2023 Oct 10, 2023	SELL	$3.32 - $3.68 $381,800 - $423,200	-115,000 Reduced 47.17%	128,800 $431,000
Q2 2023 Jul 13, 2023	SELL	$3.51 - $3.64 $96,174 - $99,736	-27,400 Reduced 10.1%	243,800 $858,000
Q1 2023 Apr 14, 2023	BUY	$3.53 - $3.9 $957,336 - $1.06 Million	271,200 New	271,200 $965,000

Others Institutions Holding PPT

# of Institutions

95

Shares Held

33.9M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

20.2M
Shares

$71.7 Million
1.68% of portfolio
Allspring Global Investments Holdings, LLC

3.76M
Shares

$13.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.41M
Shares

$4.99 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

1.13M
Shares

$4.02 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.01M
Shares

$3.59 Million
0.35% of portfolio

About PUTNAM PREMIER INCOME TRUST

Ticker PPT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Premier 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 public fixed income markets across the globe. The fund primarily invests in U.S. high-grade and high-yield bonds with an average credit quality o...

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