Centricity Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 315 shares of PVAL stock, worth $12,133. This represents 0.01% of its overall portfolio holdings.
Number of Shares
315
Previous 315
-0.0%
Holding current value
$12,133
Previous $11.7 Million
2.58%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$328 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$194 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$172 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$147 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$144 Million0.2% of portfolio