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Putnam Municipal Opportunities Trust shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $112k 11k 10.70
2025-09-30 $109k 11k 10.33
2025-06-30 $104k 11k 9.89

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Top funds holding Putnam Municipal Opportunities Trust

Guggenheim Capital, LLC Managers
Advisors Asset Management
Hennion & Walsh Asset Management
Robinson Capital Management
Melfa Wealth Management
Pathstone Holdings
Wells Fargo & Company
1607 Capital Partners
Commonwealth Equity Services
Fiera Capital Corporation
Rivernorth Capital Management
Van Eck Associates Corp.
Ameriprise Financial
LPL Financial
Envestnet Asset Management

View all funds holding Putnam Municipal Opportunities Trust