Clear Point Advisors Inc. Putnam ETF Tr Putnam Focused L Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Clear Point Advisors Inc. holds 670 shares of PVAL stock, worth $24,990. This represents 0.02% of its overall portfolio holdings.
Number of Shares
670
Previous 1,667
59.81%
Holding current value
$24,990
Previous $60.5 Million
57.98%
% of portfolio
0.02%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
96Shares Held
25.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$155 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$105 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$76.1 Million0.37% of portfolio
-
Cwm, LLC1.61MShares$60 Million0.26% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$58.4 Million7.3% of portfolio