Archetype Wealth Partners »

Putnam Managed Municipal Income Trust shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Putnam Managed Municipal Income Trust (PMM) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Putnam Managed Municipal Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Managed Municipal Income Trust held by Archetype Wealth Partners 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 Managed Municipal Income Trust by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 37k 6.51
2024-06-30 $229k 37k 6.19
2024-03-31 $222k 37k 6.00
2023-12-31 $225k 37k 6.08
2023-09-30 $104k 19k 5.47

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

Top funds holding Putnam Managed Municipal Income Trust

Wells Fargo & Company
Advisors Asset Management
Guggenheim Capital, LLC Managers
Morgan Stanley
Raymond James & Associates
Robinson Capital Management
Van Eck Associates Corp.
Kennedy Investment Group
Rothschild Investment
Bank of America Corporation
Wolverine Asset Management
LPL Financial
Keudell/Morrison Wealth Management
Melfa Wealth Management
Rockefeller Capital Management

View all funds holding Putnam Managed Municipal Income Trust