Barnes Wealth Management Group, Inc Putnam ETF Tr Putnam Focused L Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 15,117 shares of PVAL stock, worth $638,693. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,117
              Previous 15,815
              
        
           4.41%
        
      
          
        Holding current value
$638,693
            Previous $602 Million
            
        
           0.98%
        
      
          
        % of portfolio
0.36%
            Previous 0.39%
          
        Shares
	  3 transactions
	
  Others Institutions Holding PVAL
# of Institutions
182Shares Held
78.7MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC10.2MShares$430 Million0.03% of portfolio
- 
    
      Morgan Stanley New York, NY5.37MShares$227 Million0.01% of portfolio
- 
    
      Glenmede Investment Management, LP Philadelphia, PA5MShares$211 Million1.02% of portfolio
- 
    
      Commonwealth Equity Services, LLC4.89MShares$207 Million0.27% of portfolio
- 
    
      Glenmede Trust CO Na Philadelphia, PA4.47MShares$189 Million0.94% of portfolio