Spire Wealth Management »

Putnam Municipal Opportunities Trust shares owned by Spire Wealth Management

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

Historical chart of Spire 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 Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $142k 14k 10.16
2023-12-31 $143k 14k 10.18
2023-06-30 $26k 2.5k 10.21
2023-03-31 $26k 2.5k 10.36
2022-06-30 $30k 2.5k 11.93
2022-03-31 $59k 5.0k 11.73
2021-12-31 $75k 5.2k 14.46
2021-09-30 $71k 5.2k 13.69
2021-06-30 $73k 5.2k 14.07
2021-03-31 $70k 5.2k 13.49

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire 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