FCA
PMO

FinTrust Capital Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$17.3K Hold
1,585
– – ﹤0.01% 843
2024
Q2 		$16.3K Buy
+1,585
New +$15.8K ﹤0.01% 813

Other funds holding PMO

MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FinTrust Capital Advisors's PMO Position: Q3 2024 in Review

FinTrust Capital Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q3 2024 at 1,585 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

FinTrust Capital Advisors first reported a position in PMO in Q2 2024 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold PMO as of Q3 2024.

  • FinTrust Capital Advisors held 1,585 shares of Franklin Municipal Opportunities Trust worth $17.3K as of Q3 2024.
  • FinTrust Capital Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q3 2024.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #843 holding.
  • FinTrust Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2024 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.