Barnes Wealth Management Group, Inc Putnam ETF Tr Putnam Focused L Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 15,117 shares of PVAL stock, worth $638,693. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,117
Previous 15,815
4.41%
Holding current value
$638,693
Previous $602 Million
0.98%
% of portfolio
0.36%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
180Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$430 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.37MShares$227 Million0.01% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5MShares$211 Million1.02% of portfolio
-
Commonwealth Equity Services, LLC4.89MShares$207 Million0.27% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$189 Million0.94% of portfolio