Barnes Wealth Management Group, Inc Putnam ETF Tr Putnam Focused L Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 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 15,815 shares of PVAL stock, worth $625,483. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,815
Previous 15,237
3.79%
Holding current value
$625,483
Previous $566 Million
6.48%
% of portfolio
0.39%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$337 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$199 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$177 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$151 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$148 Million0.2% of portfolio