GLLW
PMO

Graves Light Lenhart Wealth’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-3,360
Closed -$40K – 475
2022
Q2 		$40K Hold
3,360
– – 0.01% 327
2022
Q1 		$39K Hold
3,360
– – 0.01% 380
2021
Q4 		$48K Hold
3,360
– – 0.01% 402
2021
Q3 		$46K Hold
3,360
– – 0.01% 387
2021
Q2 		$48K Hold
3,360
– – 0.01% 385
2021
Q1 		$45K Hold
3,360
– – 0.01% 402
2020
Q4 		$46K Buy
+3,360
New +$44.5K 0.01% 382

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Graves Light Lenhart Wealth's PMO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2022, closing a stake of 3,360 shares — an estimated $40K sold.

Graves Light Lenhart Wealth first reported a position in PMO in Q4 2020 and held it in 7 quarters. The position peaked at $48K in Q4 2021. 73 funds tracked by Wall St. Rank hold PMO as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 3,360 Franklin Municipal Opportunities Trust shares in Q3 2022, an estimated $40K.
  • Graves Light Lenhart Wealth first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Franklin Municipal Opportunities Trust position peaked at $48K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.