RWM
PMO

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

Ruedi 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
2023
Q2 		– Sell
-323
Closed -$3.35K – 256
2023
Q1 		$3.35K Buy
+323
New +$3.72K ﹤0.01% 204

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Ruedi Wealth Management's PMO Position: Q2 2023 in Review

Ruedi Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2023, closing a stake of 323 shares — an estimated $3.35K sold.

Ruedi Wealth Management first reported a position in PMO in Q1 2023 and held it in 1 quarter. The position peaked at $3.35K in Q1 2023. 71 funds tracked by Wall St. Rank hold PMO as of Q2 2023.

  • Ruedi Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 323 Franklin Municipal Opportunities Trust shares in Q2 2023, an estimated $3.35K.
  • Ruedi Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2023 and held it in 1 quarter.
  • Ruedi Wealth Management's Franklin Municipal Opportunities Trust position peaked at $3.35K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.