Avior Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Avior Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,142	Closed	-$24.7K	–	1897
2024 Q4	$24.7K	Buy	4,142 +2,909	+236%	+$18.3K	﹤0.01%	1362
2024 Q3	$8.03K	Buy	+1,233	New	+$7.82K	﹤0.01%	1626
2021 Q1	–	Sell	-267	Closed	-$2K	–	1113
2020 Q4	$2K	Buy	+267	New	+$2.08K	﹤0.01%	885

Other funds holding PMM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's PMM Position: Q1 2025 in Review

Avior Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2025, closing a stake of 4,142 shares — an estimated $24.7K sold.

Avior Wealth Management first reported a position in PMM in Q4 2020 and held it in 3 quarters. The position peaked at $24.7K in Q4 2024. 80 funds tracked by Wall St. Rank hold PMM as of Q1 2025.

Avior Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4,142 Franklin Managed Municipal Income Trust shares in Q1 2025, an estimated $24.7K.
Avior Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2020 and held it in 3 quarters.
Avior Wealth Management's Franklin Managed Municipal Income Trust position peaked at $24.7K in Q4 2024.
80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.