Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
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 1,189,265 shares of PVAL stock, worth $44.4 Million. This represents 14.35% of its overall portfolio holdings.
Number of Shares
1,189,265
Previous 1,078,752
10.24%
Holding current value
$44.4 Million
Previous $39.2 Million
15.23%
% of portfolio
14.35%
Previous 12.71%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
96Shares Held
25.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$155 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$105 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$76.1 Million0.37% of portfolio
-
Cwm, LLC1.61MShares$60 Million0.26% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$58.4 Million7.3% of portfolio