Jgp Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Jgp Wealth Management, LLC

$813 Million
Q2 2025

A detailed history of Jgp Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 5,675 shares of PVAL stock, worth $243,741. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,675

Holding current value

$243,741

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$33.6 - $40.23 $190,680 - $228,305	5,675 New	5,675 $228,000

Others Institutions Holding PVAL

# of Institutions

171

Shares Held

75.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.2M
Shares

$437 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.37M
Shares

$231 Million
0.01% of portfolio
Glenmede Investment Management, LP Philadelphia, PA

5M
Shares

$215 Million
1.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

4.47M
Shares

$192 Million
0.94% of portfolio
Ubs Group Ag

4.43M
Shares

$190 Million
0.03% of portfolio

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Jgp Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History