Able Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Able Wealth Management LLC holds 58,462 shares of PVAL stock, worth $2.31 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
58,462
Previous 34,811
67.94%
Holding current value
$2.31 Million
Previous $1.26 Billion
75.53%
% of portfolio
1.68%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
95Shares Held
24.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$164 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$111 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$80.7 Million0.37% of portfolio
-
Cwm, LLC1.61MShares$63.6 Million0.26% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$62 Million7.3% of portfolio