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Integrated Wealth Concepts’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-10,879
Closed -$119K – 1767
2024
Q3 		$119K Buy
+10,879
New +$114K ﹤0.01% 1597

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's PMO Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2024, closing a stake of 10,879 shares — an estimated $119K sold.

Integrated Wealth Concepts first reported a position in PMO in Q3 2024 and held it in 1 quarter. The position peaked at $119K in Q3 2024. 93 funds tracked by Wall St. Rank hold PMO as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,879 Franklin Municipal Opportunities Trust shares in Q4 2024, an estimated $119K.
  • Integrated Wealth Concepts first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's Franklin Municipal Opportunities Trust position peaked at $119K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.