Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
N/A | Franklin Lexington Private Markets Fund | President and CEO, Director, Pres. and CEO of Inv. Mgr. | Aug 13, 2024 | |||
PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | Director | Jan 26, 2024 | |||
PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | Director | Jan 26, 2024 | |||
PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Director | Jan 26, 2024 | |||
PPT | PUTNAM PREMIER INCOME TRUST | Director | Jan 26, 2024 | |||
WDI | Western Asset Diversified Income Fund (WDI) | President and CEO, Director, President and CEO, Inv Mgr | Jun 24, 2021 |