Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 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 164,233 shares of PVAL stock, worth $6.07 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
164,233Holding current value
$6.07 Million% of portfolio
4.53%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
96Shares Held
25.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$154 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$104 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$75.4 Million0.37% of portfolio
-
Cwm, LLC1.61MShares$59.4 Million0.26% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$57.9 Million7.3% of portfolio