Wealthcare Advisory Partners LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 76 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q4 2022$167,090
+10.7%
15,4000.0%0.01%
-11.1%
Q3 2022$151,000
-17.0%
15,4000.0%0.01%
-18.2%
Q2 2022$182,000
-11.7%
15,400
-13.0%
0.01%
-15.4%
Q1 2022$206,000
-14.9%
17,700
+5.4%
0.01%
-7.1%
Q4 2021$242,000
+5.2%
16,8000.0%0.01%
-6.7%
Q3 2021$230,000
-3.4%
16,8000.0%0.02%
-6.2%
Q2 2021$238,000
+28.6%
16,800
+21.7%
0.02%
+23.1%
Q1 2021$185,000
-2.1%
13,8000.0%0.01%
-23.5%
Q4 2020$189,000
+5.6%
13,8000.0%0.02%
-15.0%
Q3 2020$179,000
+1.7%
13,8000.0%0.02%
-9.1%
Q2 2020$176,000
+6.7%
13,8000.0%0.02%
-8.3%
Q1 2020$165,000
+51.4%
13,800
+66.3%
0.02%
+71.4%
Q4 2019$109,000
+0.9%
8,3000.0%0.01%
-12.5%
Q3 2019$108,000
+2.9%
8,3000.0%0.02%
-5.9%
Q2 2019$105,000
+2.9%
8,3000.0%0.02%0.0%
Q1 2019$102,000
+9.7%
8,3000.0%0.02%
-5.6%
Q4 2018$93,000
+29.2%
8,300
+31.7%
0.02%
+38.5%
Q3 2018$72,000
-2.7%
6,3000.0%0.01%
-13.3%
Q2 2018$74,0006,3000.02%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Nova R Wealth, Inc. 100,687$1,187,0000.98%
GOODWIN DANIEL L 51,866$611,0000.34%
GILL CAPITAL PARTNERS, LLC 32,227$375,0000.16%
Collaborative Wealth Managment Inc. 15,324$181,0000.12%
1ST SOURCE BANK 140,156$1,652,0000.12%
SMITH, MOORE & CO. 63,402$748,0000.12%
Successful Portfolios LLC 14,428$170,0000.11%
Financial Network Wealth Management LLC 15,350$181,0000.11%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$369,0000.08%
TECTONIC ADVISORS LLC 37,759$445,0000.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders