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Putnam Municipal Opportunities Trust shares owned by Melfa Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 481k 10.90
2024-06-30 $4.9M 482k 10.26
2024-03-31 $4.9M 482k 10.16
2023-12-31 $5.0M 485k 10.23
2023-09-30 $4.5M 484k 9.20
2023-06-30 $5.0M 486k 10.21
2023-03-31 $5.0M 485k 10.36
2022-12-31 $5.2M 480k 10.85

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa Wealth Management

Top funds holding Putnam Municipal Opportunities Trust

Melfa Wealth Management
Pathstone Holdings
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
Morgan Stanley
Fiera Capital Corporation
Logan Stone Capital
1607 Capital Partners
Van Eck Associates Corp.
Rothschild Investment
Deschutes Portfolio Strategy
Raymond James & Associates
Rivernorth Capital Management
Bank of America Corporation
Advisors Asset Management

View all funds holding Putnam Municipal Opportunities Trust