Nvest Financial, LLC Putnam ETF Tr Putnam Focused L Transaction History

Nvest Financial, LLC

$187 Million
Q4 2024

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 $368,470. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,504

Holding current value

$368,470

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$36.85 - $39.99 $350,222 - $380,064	9,504 New	9,504 $352,000

Others Institutions Holding PVAL

# of Institutions

102

Shares Held

26.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

4.15M
Shares

$161 Million
0.01% of portfolio
Ubs Group Ag

2.8M
Shares

$109 Million
0.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

2.04M
Shares

$79.1 Million
0.37% of portfolio
Amplius Wealth Advisors, LLC

1.73M
Shares

$67 Million
7.54% of portfolio
Cwm, LLC

1.61M
Shares

$62.3 Million
0.26% of portfolio

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Nvest Financial, LLC Putnam ETF Tr Putnam Focused L Transaction History