LYELL WEALTH MANAGEMENT, LP
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1686444
MENLO PARK, CA
Position in PMO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$121,536
New position
Shares Held
11,531
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 89 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $15,699,211 across 6 Asset Management names. PMO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
9,138 | $8,786,735 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
662,107 | $5,793,436 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,492 | $684,469 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
13,714 | $171,836 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
12,848 | $141,199 | |
| 6 | PMO |
Franklin Municipal Opportunities Trust
This page
|
11,531 | $121,536 |
All Filings in PMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,536 | 11,531 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||