Cannon Wealth Management Services, LLC Putnam ETF Tr Putnam Focused L Transaction History
Cannon Wealth Management Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Cannon Wealth Management Services, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Cannon Wealth Management Services, LLC holds 139,670 shares of PVAL stock, worth $5.13 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
139,670
Previous 72,168
93.53%
Holding current value
$5.13 Million
Previous $2.74 Billion
96.85%
% of portfolio
4.65%
Previous 2.51%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
124Shares Held
38.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$211 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$138 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$107 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$88.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$84.9 Million0.19% of portfolio