Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Stone Crest Wealth Management, Inc.
- $153 Billion
- Q4 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 174,834 shares of PVAL stock, worth $6.76 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
174,834
Previous 164,233
6.45%
Holding current value
$6.76 Million
Previous $6.23 Billion
4.15%
% of portfolio
4.24%
Previous 4.53%
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