Hbk Sorce Advisory LLC Putnam ETF Tr Putnam Focused L Transaction History

Hbk Sorce Advisory LLC

$2.53 Billion
Q1 2025

A detailed history of Hbk Sorce Advisory LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 7,932 shares of PVAL stock, worth $288,804. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,932

Holding current value

$288,804

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$36.8 - $39.59 $291,897 - $314,027	7,932 New	7,932 $302,000

Others Institutions Holding PVAL

# of Institutions

123

Shares Held

37.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

5.74M
Shares

$209 Million
0.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

3.76M
Shares

$137 Million
0.73% of portfolio
Ubs Group Ag

2.9M
Shares

$106 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.41M
Shares

$87.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.31M
Shares

$84.1 Million
0.19% of portfolio

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Hbk Sorce Advisory LLC Putnam ETF Tr Putnam Focused L Transaction History