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Putnam Municipal Opportunities Trust shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 482k 10.16
2023-12-31 $5.0M 485k 10.23
2023-09-30 $4.5M 484k 9.20
2023-06-30 $5.0M 486k 10.21
2023-03-31 $5.0M 485k 10.36
2022-12-31 $5.2M 480k 10.85

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

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