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Putnam Municipal Opportunities Trust shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $157k 15k 10.23
2023-09-30 $141k 15k 9.20
2023-06-30 $157k 15k 10.21
2023-03-31 $159k 15k 10.36
2022-12-31 $166k 15k 10.85
2022-09-30 $150k 15k 9.79
2022-06-30 $181k 15k 11.81
2021-12-31 $221k 15k 14.42
2021-03-31 $179k 15k 11.68

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View all positions for Collaborative Wealth Managment

Top funds holding Putnam Municipal Opportunities Trust

Robinson Capital Management
Fiera Capital Corporation
Melfa Wealth Management
Commonwealth Equity Services
UBS Group
Saba Capital Management
Van Eck Associates Corp.
Raymond James & Associates
Advisors Asset Management
Bank of America Corporation
Advisor Group Holdings
Park Avenue Securities
Rockefeller Capital Management
Capital Investment Advisors
Landscape Capital Management

View all funds holding Putnam Municipal Opportunities Trust