Drive Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History

Drive Wealth Management, LLC

$388 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	SELL	$10.06 - $12.15 $10,351 - $12,502	-1,029 Reduced 8.35%	11,300 $117,000
Q4 2022 Jan 27, 2023	BUY	$9.96 - $11.4 $149 - $171	15 Added 0.12%	12,329 $0
Q3 2022 Nov 14, 2022	BUY	$9.8 - $12.87 $120,677 - $158,481	12,314 New	12,314 $121,000

Others Institutions Holding PMO

# of Institutions

105

Shares Held

7.26M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.99 Million
3.26% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.71 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

345K
Shares

$3.57 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.46 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.41 Million
0.03% of portfolio

About PUTNAM MUNICIPAL OPPORTUNITIES TRUST

Ticker PMO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Municipal Opportunities 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 fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer...

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