Wellspring Financial Advisors, LLC Putnam Municipal Opportunities Trust Transaction History
Wellspring Financial Advisors, LLC
- $1.09 Trillion
- Q3 2025
A detailed history of Wellspring Financial Advisors, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 10,500 shares of PMO stock, worth $109,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,500
Previous 10,500
-0.0%
Holding current value
$109,200
Previous $104 Million
4.45%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PMO
# of Institutions
94Shares Held
8.15MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL608KShares$6.32 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ564KShares$5.86 Million0.02% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$5 Million2.91% of portfolio
-
Hennion & Walsh Asset Management, Inc.448KShares$4.66 Million0.18% of portfolio
-
Advisors Asset Management, Inc. Monument, CO421KShares$4.37 Million0.08% 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...