Amplius Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Amplius Wealth Advisors, LLC
- $759 Million
- Q2 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,364,729 shares of PVAL stock, worth $51.7 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
1,364,729
Previous 1,518,844
10.15%
Holding current value
$51.7 Million
Previous $54.3 Million
8.71%
% of portfolio
6.53%
Previous 6.63%
Shares
7 transactions
Others Institutions Holding PVAL
# of Institutions
61Shares Held
13.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$117 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.6 Million0.29% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.08MShares$40.9 Million12.71% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$39.1 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC975KShares$36.9 Million0.06% of portfolio