Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 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 1,214,952 shares of PVAL stock, worth $45.9 Million. This represents 13.87% of its overall portfolio holdings.
Number of Shares
1,214,952
Previous 1,189,265
2.16%
Holding current value
$45.9 Million
Previous $45.1 Million
0.05%
% of portfolio
13.87%
Previous 14.35%
Shares
4 transactions
Others Institutions Holding PVAL
# of Institutions
119Shares Held
36MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$217 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$142 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$110 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$91 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$87.3 Million0.19% of portfolio