Pathstone Holdings »

Putnam Municipal Opportunities Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 358k 10.90

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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