Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
IVZ | Invesco Ltd. | Senior Managing Director | $4.15M | Mar 8, 2022 | ||
VTA | Invesco Dynamic Credit Opportunity Fund | SVP,CEO and Director | Jul 21, 2021 | |||
PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | Director | May 17, 2024 | |||
PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | Director | May 17, 2024 | |||
PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Director | May 17, 2024 | |||
PPT | PUTNAM PREMIER INCOME TRUST | Director | May 17, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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