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Putnam Municipal Opportunities Trust shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 26k 10.33
2025-06-30 $252k 26k 9.89
2025-03-31 $355k 35k 10.19
2024-12-31 $391k 39k 10.13
2024-09-30 $357k 33k 10.90

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Top funds holding Putnam Municipal Opportunities Trust

Guggenheim Capital, LLC Managers
Pathstone Holdings
Melfa Wealth Management
Hennion & Walsh Asset Management
Advisors Asset Management
Morgan Stanley
1607 Capital Partners
Commonwealth Equity Services
Fiera Capital Corporation
Wells Fargo & Company
Karpus Investment Management
Rivernorth Capital Management
Ameriprise Financial
Van Eck Associates Corp.
Deschutes Portfolio Strategy

View all funds holding Putnam Municipal Opportunities Trust