Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
BEN | FRANKLIN RESOURCES INC | Chief Accounting Officer | $987K | Nov 5, 2024 | ||
N/A | Franklin Lexington Private Markets Fund | CFO of Sub-Advisor | Aug 13, 2024 | |||
PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | CFO of Advisor | Sep 3, 2024 | |||
PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | CFO of Advisor | Sep 3, 2024 | |||
PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | CFO of Advisor | Sep 3, 2024 | |||
PPT | PUTNAM PREMIER INCOME TRUST | CFO of Advisor | Sep 3, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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