Vision Point Advisory Group, LLC Putnam Master Intermediate Income Trust Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Putnam Master Intermediate Income Trust stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 21,059 shares of PIM stock, worth $70,547. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,059
Previous 10,500
100.56%
Holding current value
$70,547
Previous $35,000
105.71%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PIM
# of Institutions
64Shares Held
28.7MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN23.6MShares$79.2 Million1.69% of portfolio
-
Sheets Smith Investment Management Houston, TX1.1MShares$3.69 Million2.73% of portfolio
-
1607 Capital Partners, LLC Richmond, VA1.02MShares$3.43 Million0.28% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY363KShares$1.22 Million0.17% of portfolio
-
Sheets Smith Wealth Management241KShares$808,1100.1% 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...