Mount Yale Investment Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 751,791 shares of PVAL stock, worth $31.8 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
751,791Holding current value
$31.8 Million% of portfolio
2.49%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
180Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$430 Million0.03% of portfolio
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Morgan Stanley New York, NY5.37MShares$227 Million0.01% of portfolio
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Glenmede Investment Management, LP Philadelphia, PA5MShares$211 Million1.02% of portfolio
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Commonwealth Equity Services, LLC4.89MShares$207 Million0.27% of portfolio
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Glenmede Trust CO Na Philadelphia, PA4.47MShares$189 Million0.94% of portfolio