Ivc Wealth Advisors LLC Putnam ETF Tr Putnam Focused L Transaction History
Ivc Wealth Advisors LLC
- $184 Million
- Q1 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 182,596 shares of PVAL stock, worth $7.01 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
182,596Holding current value
$7.01 Million% of portfolio
3.73%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$327 Million0.03% of portfolio
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Morgan Stanley New York, NY5.03MShares$193 Million0.01% of portfolio
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Glenmede Trust CO Na Philadelphia, PA4.47MShares$171 Million0.94% of portfolio
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Ubs Group Ag3.82MShares$147 Million0.03% of portfolio
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Commonwealth Equity Services, LLC3.75MShares$144 Million0.2% of portfolio