Kovitz Investment Group Partners
PMO

Kovitz Investment Group Partners’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Kovitz Investment Group Partners’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Hold
32,000
– – ﹤0.01% 1121
2025
Q1 		$326K Hold
32,000
– – ﹤0.01% 1020
2024
Q4 		$324K Hold
32,000
– – ﹤0.01% 1017
2024
Q3 		$349K Buy
+32,000
New +$349K ﹤0.01% 832