Castle Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History
Castle Wealth Management LLC
- $178 Million
- Q1 2025
A detailed history of Castle Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Castle Wealth Management LLC holds 135,867 shares of PVAL stock, worth $5 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
135,867Holding current value
$5 Million% of portfolio
2.91%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
125Shares 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
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Ubs Group Ag2.9MShares$107 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$88.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$85.1 Million0.19% of portfolio