Nvest Financial, LLC Putnam ETF Tr Putnam Focused L Transaction History
Nvest Financial, LLC
- $177 Million
- Q1 2025
A detailed history of Nvest Financial, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Nvest Financial, LLC holds 9,504 shares of PVAL stock, worth $360,676. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,504
Previous 9,504
-0.0%
Holding current value
$360,676
Previous $352,000
2.56%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$323 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$191 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$169 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$145 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$142 Million0.2% of portfolio