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 $9,254. This represents 0.0% of its overall portfolio holdings.

Number of Shares

237

Holding current value

$9,254

% 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

110

Shares Held

26.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

4.15M
Shares

$162 Million
0.01% of portfolio
Ubs Group Ag

2.8M
Shares

$109 Million
0.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

2.04M
Shares

$79.6 Million
0.37% of portfolio
Amplius Wealth Advisors, LLC

1.73M
Shares

$67.5 Million
7.54% of portfolio
Cwm, LLC

1.68M
Shares

$65.6 Million
0.26% of portfolio

View Full List

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