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 $6.29 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
164,233Holding current value
$6.29 Million% of portfolio
4.53%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
71Shares Held
16.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$118 Million0.01% of portfolio
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Cwm, LLC1.61MShares$61.5 Million0.26% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$60.3 Million0.29% of portfolio
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Amplius Wealth Advisors, LLC1.57MShares$60 Million7.3% of portfolio
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Opal Wealth Advisors, LLC Jericho, NY1.19MShares$45.5 Million14.35% of portfolio