Rothschild Investment LLC’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Rothschild Investment LLC’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	$23.6K	Sell
2025 Q1	$1.66M	Sell
2024 Q4	$1.89M	Sell
2024 Q3	$2.1M	Sell
2024 Q2	$2M	Hold
2024 Q1	$1.98M	Hold
2023 Q4	$1.99M	Buy