Global Retirement Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Global Retirement Partners, LLC holds 237 shares of PVAL stock, worth $9,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares

237

Holding current value

$9,129

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$36.85 - $39.99 $8,733 - $9,477	237 New	237 $8,000

Others Institutions Holding PVAL

# of Institutions

148

Shares Held

53.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.51M
Shares

$328 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.03M
Shares

$194 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

4.47M
Shares

$172 Million
0.94% of portfolio
Ubs Group Ag

3.82M
Shares

$147 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

3.75M
Shares

$144 Million
0.2% of portfolio

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Global Retirement Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History