Summit Trail Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Summit Trail Advisors’s Portfolio PMO Stock Details PMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Buy
2024 Q2	–	Sell
2024 Q1	$106K	Sell
2023 Q4	$128K	Buy
2022 Q4	–	Sell
2022 Q3	$106K	Buy