WealthCare Investment Partners, LLC
Position in PMM — Franklin Managed Municipal Income Trust
CIK 1908462
PORTSMOUTH, RI
Position in PMM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$65,674
+$4,174 QoQ
Shares Held
10,042
+0.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#64
of 87 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthCare Investment Partners, LLC holds $350,360 across 3 Asset Management names. PMM ranks #3 (18.7% of the industry book) .
All Filings in PMM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,674 | 10,042 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $61,500 | 10,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $62,700 | 10,000 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $60,400 | 10,000 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||