Avantax Advisory Services, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 225,030 shares of PVAL stock, worth $8.63 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
225,030
Previous 120,230
87.17%
Holding current value
$8.63 Million
Previous $4.46 Million
92.04%
% of portfolio
0.05%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$327 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$193 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$171 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$147 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$144 Million0.2% of portfolio