Avantax Advisory Services, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 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 483,665 shares of PVAL stock, worth $20.7 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
483,665
Previous 225,030
114.93%
Holding current value
$20.7 Million
Previous $8.57 Million
127.06%
% of portfolio
0.11%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding PVAL
# of Institutions
174Shares Held
76.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$435 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.37MShares$230 Million0.01% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5MShares$214 Million1.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$191 Million0.94% of portfolio
-
Ubs Group Ag4.43MShares$189 Million0.03% of portfolio