Rothschild Investment LLC Putnam Municipal Opportunities Trust Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q4 2024
A detailed history of Rothschild Investment LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Rothschild Investment LLC holds 186,921 shares of PMO stock, worth $2 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
186,921
Previous 192,921
3.11%
Holding current value
$2 Million
Previous $2.1 Billion
9.95%
% of portfolio
0.12%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding PMO
# of Institutions
104Shares Held
7.23MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA481KShares$5.15 Million3.26% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ358KShares$3.83 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.345KShares$3.69 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC333KShares$3.57 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL329KShares$3.52 Million0.03% 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...