Lake Point Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Lake Point Wealth Management’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 Q2	$7K	Buy	+585	New	+$6.47K	﹤0.01%	196

Other funds holding PMO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lake Point Wealth Management's PMO Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Franklin Municipal Opportunities Trust (PMO) in Q2 2022: 585 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

Lake Point Wealth Management held 585 shares of Franklin Municipal Opportunities Trust worth $7K as of Q2 2022.
Franklin Municipal Opportunities Trust was a new Lake Point Wealth Management position in Q2 2022.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #196 holding.
77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.