AJ WEALTH STRATEGIES, LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 78 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q4 2021$378,000
+5.0%
26,2660.0%0.02%
-5.3%
Q3 2021$360,000
-3.0%
26,2660.0%0.02%
-13.6%
Q2 2021$371,000
+5.4%
26,2660.0%0.02%
-12.0%
Q1 2021$352,000
-0.8%
26,266
+1.4%
0.02%
-19.4%
Q4 2020$355,000
+37.6%
25,900
+30.2%
0.03%
+19.2%
Q3 2020$258,000
+1.6%
19,9000.0%0.03%
-7.1%
Q2 2020$254,000
+7.2%
19,9000.0%0.03%
-12.5%
Q1 2020$237,000
-19.7%
19,900
-11.2%
0.03%
-5.9%
Q4 2019$295,000
+61.2%
22,400
+40.0%
0.03%0.0%
Q3 2018$183,00016,0000.03%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MELFA WEALTH MANAGEMENT, INC. 484,293$4,455,4944.84%
ROBINSON CAPITAL MANAGEMENT, LLC 637,673$5,688,0432.54%
Nova R Wealth, Inc. 99,997$919,9720.64%
GOODWIN DANIEL L 51,866$477,1670.23%
GILL CAPITAL PARTNERS, LLC 30,827$283,6080.12%
Seelaus Asset Management LLC 10,488$96,4900.11%
ARS Wealth Advisors Group, LLC 70,836$651,6910.11%
Successful Portfolios LLC 12,428$114,3380.10%
Indiana Trust & Investment Management CO 21,500$197,8000.10%
Collaborative Wealth Managment Inc. 15,324$140,9810.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders