Clearstead Trust, LLC Putnam ETF Tr Putnam Focused L Transaction History

Clearstead Trust, LLC

$359 Million
Q2 2024

A detailed history of Clearstead Trust, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Clearstead Trust, LLC holds 553 shares of PVAL stock, worth $20,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares

553

Previous 553 -0.0%

Holding current value

$20,704

Previous $19,000 5.26%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$31.03 - $35.73 $17,159 - $19,758	553 New	553 $19,000

Others Institutions Holding PVAL

# of Institutions

Shares Held

13.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.08M
Shares

$115 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

1.57M
Shares

$59 Million
0.29% of portfolio
Amplius Wealth Advisors, LLC

1.36M
Shares

$51.1 Million
6.53% of portfolio
Opal Wealth Advisors, LLC Jericho, NY

1.08M
Shares

$40.4 Million
12.71% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$38.6 Million
0.09% of portfolio

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Clearstead Trust, LLC Putnam ETF Tr Putnam Focused L Transaction History