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 $66.1 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
$66.1 Million
Previous $59.6 Million
8.42%
% of portfolio
18.65%
Previous 17.14%
Shares
7 transactions
Others Institutions Holding PVAL
# of Institutions
205Shares Held
97.7MCall Options Held
0Put Options Held
455K-
Bank Of America Corp Charlotte, NC12.4MShares$543 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.66MShares$335 Million0.02% of portfolio
-
Cullen/Frost Bankers, Inc.5.84MShares$255 Million2.96% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5.79MShares$253 Million1.23% of portfolio
-
Cetera Investment Advisers Schaumburg, IL5.37MShares$235 Million0.28% of portfolio