Integrated Wealth Concepts »

Putnam Municipal Opportunities Trust shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $76k 7.2k 10.54
2024-09-30 $119k 11k 10.90

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Putnam Municipal Opportunities Trust

Rivernorth Capital Management
Advisors Asset Management
Robinson Capital Management
Hennion & Walsh Asset Management
Melfa Wealth Management
Morgan Stanley
Guggenheim Capital, LLC Managers
Allspring Global Investments Holdings
Commonwealth Equity Services
Wells Fargo & Company
Van Eck Associates Corp.
Invesco
1607 Capital Partners
Ameriprise Financial
Pathstone Holdings

View all funds holding Putnam Municipal Opportunities Trust