CWP
PMO

Cyndeo Wealth Partners’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Cyndeo Wealth Partners’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Sell
25,469
-9,399
-27% -$93K 0.01% 419
2025
Q1 		$355K Sell
34,868
-3,761
-10% -$38.3K 0.02% 338
2024
Q4 		$391K Buy
38,629
+5,836
+18% +$59.1K 0.03% 332
2024
Q3 		$357K Buy
+32,793
New +$357K 0.03% 347