Wealthcare Advisory Partners LLC Putnam Managed Municipal Income Trust Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$8.1 - $8.86 $23,692 - $25,915	-2,925 Reduced 19.57%	12,018 $105,000
Q1 2021 Apr 30, 2021	BUY	$7.95 - $8.42 $23,253 - $24,628	2,925 Added 24.34%	14,943 $122,000
Q1 2018 May 15, 2018	BUY	$6.96 - $7.43 $83,645 - $89,293	12,018 New	12,018 $86,000

Others Institutions Holding PMM

# of Institutions

100

Shares Held

7.39M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

669K
Shares

$4.12 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

649K
Shares

$3.99 Million
0.08% of portfolio
Morgan Stanley New York, NY

599K
Shares

$3.68 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

592K
Shares

$3.64 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

420K
Shares

$2.58 Million
0.0% of portfolio

About PUTNAM MANAGED MUNICIPAL INCOME TRUST

Ticker PMM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Managed Municipal Income Trust is a close-ended fixed income mutual fund launched and managed by Putnam Investment Management LLC. It is co-managed by Putnam Investments Limited. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of tax-exempt municipal securities, including ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.