RIL
PMM

Rothschild Investment LLC’s Putnam Managed Municipal Income PMM Stock Holding History

Rothschild Investment LLC’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 		$61.5K Buy
10,000
+7,000
+233% +$43.9K ﹤0.01% 1063
2025
Q4 		$18.8K Hold
3,000
– – ﹤0.01% 1343
2025
Q3 		$18.1K Hold
3,000
– – ﹤0.01% 1257
2025
Q2 		$17.9K Sell
3,000
-215,067
-99% -$1.27M ﹤0.01% 1042
2025
Q1 		$1.34M Sell
218,067
-29,000
-12% -$180K 0.09% 196
2024
Q4 		$1.47M Sell
247,067
-6,000
-2% -$37.7K 0.1% 182
2024
Q3 		$1.65M Hold
253,067
– – 0.11% 161
2024
Q2 		$1.57M Hold
253,067
– – 0.11% 164
2024
Q1 		$1.52M Hold
253,067
– – 0.11% 166
2023
Q4 		$1.54M Buy
+253,067
New +$1.42M 0.13% 138

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