Avantax Planning Partners, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 19,542 shares of PVAL stock, worth $740,055. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,542
Previous 19,785
1.23%
Holding current value
$740,055
Previous $706,000
0.42%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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
-
Amplius Wealth Advisors, LLC1.36MShares$51.7 Million6.53% 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