Envestnet Asset Management Inc Putnam ETF Tr Putnam Focused L Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$23.47 - $29.37 $219,608 - $274,815	-9,357 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$26.71 - $29.95 $249,925 - $280,242	9,357 New	9,357 $273,000

Others Institutions Holding PGRO

# of Institutions

19

Shares Held

2.48M

Call Options Held

0

Put Options Held

0

Putnam Investments LLC Boston, MA

925K
Shares

$42.2 Million
0.04% of portfolio
Franklin Resources Inc San Mateo, CA

679K
Shares

$31 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

261K
Shares

$11.9 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

223K
Shares

$10.2 Million
0.0% of portfolio
Prosperity Financial Group, Inc. San Ramon, CA

127K
Shares

$5.81 Million
2.22% of portfolio

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PGRO
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