Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
N/A | Franklin Lexington Private Markets Fund | EVP of Sub-Advisor | Aug 13, 2024 | |||
PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | EVP of Advisor | Sep 3, 2024 | |||
PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | EVP of Advisor | Sep 3, 2024 | |||
PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | EVP of Advisor | Sep 3, 2024 | |||
PPT | PUTNAM PREMIER INCOME TRUST | EVP of Advisor | Sep 3, 2024 |