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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$294K	Buy	28,522 +2,512	+10%	+$26.6K	0.02%	413
2025 Q4	$278K	Buy	26,010 +29	+0.1%	+$302	0.02%	411
2025 Q3	$268K	Buy	25,981 +512	+2%	+$5.1K	0.01%	411
2025 Q2	$252K	Sell	25,469 -9,399	-27%	-$92.6K	0.01%	419
2025 Q1	$355K	Sell	34,868 -3,761	-10%	-$39.2K	0.02%	338
2024 Q4	$391K	Buy	38,629 +5,836	+18%	+$61.4K	0.03%	332
2024 Q3	$357K	Buy	+32,793	New	+$344K	0.03%	347

Other funds holding PMO

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

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

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return