Centricity Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
171Shares Held
75.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$431 Million0.03% of portfolio
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Morgan Stanley New York, NY5.37MShares$227 Million0.01% of portfolio
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Glenmede Investment Management, LP Philadelphia, PA5MShares$211 Million1.02% of portfolio
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Glenmede Trust CO Na Philadelphia, PA4.47MShares$189 Million0.94% of portfolio
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Ubs Group Ag4.43MShares$187 Million0.03% of portfolio