Turtle Creek Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 51,580 shares of PVAL stock, worth $1.99 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
51,580
Previous 176,495
70.78%
Holding current value
$1.99 Million
Previous $6.7 Billion
71.41%
% of portfolio
0.44%
Previous 1.34%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
117Shares Held
34.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$222 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$145 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$112 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$93.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$89.3 Million0.19% of portfolio