New Edge Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,434 shares of PVAL stock, worth $204,807. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,434

Holding current value

$204,807

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$35.03 - $37.94 $190,353 - $206,165	5,434 New	5,434 $206,000

Others Institutions Holding PVAL

# of Institutions

Shares Held

25.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

4.15M
Shares

$157 Million
0.01% of portfolio
Ubs Group Ag

2.8M
Shares

$106 Million
0.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

2.04M
Shares

$76.9 Million
0.37% of portfolio
Cwm, LLC

1.61M
Shares

$60.6 Million
0.26% of portfolio
Amplius Wealth Advisors, LLC

1.57M
Shares

$59 Million
7.3% of portfolio

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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New Edge Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History