Collaborative Wealth Managment Inc. - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 74 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$140,981
-9.9%
15,3240.0%0.08%
-9.7%
Q2 2023$156,458
-1.4%
15,3240.0%0.09%
-7.0%
Q1 2023$158,757
-4.5%
15,3240.0%0.10%
-8.3%
Q4 2022$166,265
+10.8%
15,3240.0%0.11%
+2.8%
Q3 2022$150,000
-17.1%
15,3240.0%0.11%
-10.9%
Q2 2022$181,000
-18.1%
15,3240.0%0.12%
-1.7%
Q4 2021$221,000
+23.5%
15,3240.0%0.12%
+17.5%
Q1 2021$179,00015,3240.10%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q2 2021
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 310,000$3,717,0002.51%
Peachtree Investment Advisors, Inc. 119,317$1,431,0000.96%
Karpus Management, Inc. 1,616,729$19,385,0000.92%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 236,745$2,839,0000.75%
BRAVE ASSET MANAGEMENT INC 80,231$962,0000.69%
OAK HILL ADVISORS LP 257,500$3,087,0000.54%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$375,0000.44%
PT ASSET MANAGEMENT, LLC 120,539$1,445,0000.39%
Global Endowment Management, LP 162,270$1,946,0000.32%
1ST SOURCE BANK 206,634$2,478,0000.30%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders