OLVIG
PMO

Oliver Lagore Vanvalin Investment Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$4.85K Buy
+476
New +$4.69K ﹤0.01% 500
2024
Q4 		$4.82K Hold
476
– – ﹤0.01% 523
2024
Q3 		$5.19K Buy
+476
New +$4.99K ﹤0.01% 501

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PMO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Franklin Municipal Opportunities Trust (PMO) in Q2 2025: 476 shares worth $4.85K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PMO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PMO in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.19K in Q3 2024. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 476 shares of Franklin Municipal Opportunities Trust worth $4.85K as of Q2 2025.
  • Franklin Municipal Opportunities Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #500 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and has held it in 3 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Franklin Municipal Opportunities Trust position peaked at $5.19K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.