Dark
Light
System
Security
PUTNAM FDS TR SPECTRM A SHAR
PUTNAM FDS TR SPECTRM A SHAR. Institutional holdings reported to the SEC.
Institutional Holders (2015Q4)
Portfolio Summary: 2 Institutional holders with a total value of $4,708,471.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 116,967 3,884,471 82.50%
2 APPLETON PARTNERS INC/MA 24,817 824,000 17.50%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.