Fulcrum Equity Management Putnam ETF Tr Putnam Focused L Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

A detailed history of Fulcrum Equity Management transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Fulcrum Equity Management holds 6,528 shares of PVAL stock, worth $248,129. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,528

Holding current value

$248,129

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 21, 2024	BUY	$35.03 - $37.94 $228,675 - $247,672	6,528 New	6,528 $247,000

Others Institutions Holding PVAL

# of Institutions

119

Shares Held

36M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

5.74M
Shares

$218 Million
0.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

3.76M
Shares

$143 Million
0.73% of portfolio
Ubs Group Ag

2.9M
Shares

$110 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.41M
Shares

$91.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.31M
Shares

$87.8 Million
0.19% of portfolio

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Fulcrum Equity Management Putnam ETF Tr Putnam Focused L Transaction History