New England Private Wealth Advisors LLC Putnam ETF Tr Putnam Focused L Transaction History
New England Private Wealth Advisors LLC
- $727 Million
- Q3 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 124,434 shares of PVAL stock, worth $5.44 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
124,434
Previous 147,290
15.52%
Holding current value
$5.44 Million
Previous $5.93 Million
10.3%
% of portfolio
0.73%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding PVAL
# of Institutions
203Shares Held
97.6MCall Options Held
0Put Options Held
455K-
Bank Of America Corp Charlotte, NC12.4MShares$543 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.66MShares$335 Million0.02% of portfolio
-
Cullen/Frost Bankers, Inc.5.84MShares$255 Million2.96% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5.79MShares$253 Million1.23% of portfolio
-
Cetera Investment Advisers Schaumburg, IL5.37MShares$235 Million0.28% of portfolio