Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Opal Wealth Advisors, LLC
- $347 Million
- Q3 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,513,333 shares of PVAL stock, worth $63.9 Million. This represents 18.65% of its overall portfolio holdings.
Number of Shares
1,513,333
Previous 1,482,253
2.1%
Holding current value
$63.9 Million
Previous $59.6 Million
8.42%
% of portfolio
18.65%
Previous 17.14%
Shares
7 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
-
Morgan Stanley New York, NY5.37MShares$227 Million0.01% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5MShares$211 Million1.02% of portfolio
-
Commonwealth Equity Services, LLC4.89MShares$207 Million0.27% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$189 Million0.94% of portfolio