Key Client Fiduciary Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Key Client Fiduciary Advisors, LLC
- $196 Million
- Q1 2025
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 9,408 shares of PVAL stock, worth $358,538. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,408
Previous 8,970
4.88%
Holding current value
$358,538
Previous $332,000
6.63%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$324 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$192 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$170 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$146 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$143 Million0.2% of portfolio