Summit Trail Advisors »

Putnam Municipal Opportunities Trust shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $106k 10k 10.20
2023-12-31 $128k 12k 10.27
2022-09-30 $106k 11k 9.82

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

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