MWM
PMM

Melfa Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History

Melfa Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$590K Hold
95,856
– – 0.34% 73
2025
Q4 		$601K Hold
95,856
– – 0.35% 76
2025
Q3 		$579K Hold
95,856
– – 0.34% 76
2025
Q2 		$573K Hold
95,856
– – 0.36% 69
2025
Q1 		$588K Hold
95,856
– – 0.4% 65
2024
Q4 		$572K Hold
95,856
– – 0.38% 69
2024
Q3 		$624K Sell
95,856
-193
-0.2% -$1.22K 0.41% 62
2024
Q2 		$596K Buy
96,049
+29
+0% +$174 0.42% 61
2024
Q1 		$575K Buy
96,020
+87
+0.1% +$534 0.42% 64
2023
Q4 		$583K Buy
95,933
+97
+0.1% +$544 0.55% 49
2023
Q3 		$524K Sell
95,836
-1,919
-2% -$11.2K 0.57% 45
2023
Q2 		$595K Buy
97,755
+177
+0.2% +$1.05K 0.6% 44
2023
Q1 		$598K Buy
97,578
+7,226
+8% +$48.9K 0.6% 44
2022
Q4 		$567K Buy
+90,352
New +$548K 0.59% 45

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return