Arete Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 278,395 shares of PVAL stock, worth $10.8 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
278,395
Previous 278,395
-0.0%
Holding current value
$10.8 Million
Previous $10.5 Million
-0.0%
% of portfolio
0.9%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
94Shares Held
24.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$162 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$109 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$79.3 Million0.37% of portfolio
-
Cwm, LLC1.61MShares$62.5 Million0.26% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$60.9 Million7.3% of portfolio