New Edge Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, New Edge Advisors, LLC holds 17,310 shares of PMO stock, worth $172,407. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,310
Previous 25,555
32.26%
Holding current value
$172,407
Previous $262,000
28.24%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding PMO
# of Institutions
106Shares Held
6.93MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.79 Million3.46% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.56 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.32 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.27 Million0.03% of portfolio
-
Morgan Stanley New York, NY324KShares$3.22 Million0.0% 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...