Person profile
Roles
Address
San Mateo, California
Employees
SEC CIK
Latest filings (excl ownership)
No filings
Latest ownership filings
3
PUTNAM PREMIER INCOME TRUST
3 Sep 24
3
PUTNAM MUNICIPAL OPPORTUNITIES TRUST
3 Sep 24
3
PUTNAM MASTER INTERMEDIATE INCOME TRUST
3 Sep 24
3
PUTNAM MANAGED MUNICIPAL INCOME TRUST
3 Sep 24
3
Franklin Lexington Private Markets Fund
20 Aug 24
3
FRANKLIN UNIVERSAL TRUST
10 Jan 19
3
FRANKLIN LTD DURATION INCOME TRUST
10 Jan 19