FFA
PMM

Farther Finance Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

Farther Finance Advisors’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
2026
Q1 		$8.89K Buy
+1,454
New +$9.11K ﹤0.01% 4187
2025
Q1 		– Sell
-2,500
Closed -$14.9K – 4413
2024
Q4 		$14.9K Sell
2,500
-2,210
-47% -$13.9K ﹤0.01% 2212
2024
Q3 		$30.7K Hold
4,710
– – ﹤0.01% 1889
2024
Q2 		$29K Hold
4,710
– – ﹤0.01% 1636
2024
Q1 		$28.2K Hold
4,710
– – ﹤0.01% 1389
2023
Q4 		$28.6K Sell
4,710
-5,157
-52% -$28.9K ﹤0.01% 1226
2023
Q3 		$54K Buy
9,867
+3,649
+59% +$21.3K 0.01% 748
2023
Q2 		$37.9K Buy
+6,218
New +$37.1K 0.01% 755

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return