Spire Wealth Management - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 69 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q2 2024$143,640
+1.0%
14,0000.0%0.01%
+66.7%
Q1 2024$142,240
-0.2%
14,0000.0%0.00%
-40.0%
Q4 2023$142,520
+455.2%
14,000
+456.9%
0.01%
+400.0%
Q2 2023$25,668
-1.4%
2,5140.0%0.00%0.0%
Q1 2023$26,045
-13.2%
2,5140.0%0.00%0.0%
Q2 2022$30,000
-49.2%
2,514
-50.0%
0.00%
-50.0%
Q1 2022$59,000
-21.3%
5,028
-3.1%
0.00%0.0%
Q4 2021$75,000
+5.6%
5,1880.0%0.00%0.0%
Q3 2021$71,000
-2.7%
5,1880.0%0.00%0.0%
Q2 2021$73,000
+4.3%
5,1880.0%0.00%0.0%
Q1 2021$70,0005,1880.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 96,900$1,307,0000.70%
Powell Investment Advisors, LLC 59,105$795,0000.52%
GOODWIN DANIEL L 51,866$695,0000.36%
GILL CAPITAL PARTNERS, LLC 44,624$598,0000.30%
LEO BROKERAGE, LLC 57,822$775,0000.22%
Financial Network Wealth Management LLC 15,350$206,0000.13%
SMITH, MOORE & CO. 60,210$807,0000.13%
Successful Portfolios LLC 14,428$193,0000.13%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$419,0000.12%
1ST SOURCE BANK 128,869$1,727,0000.11%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders