Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 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 1,482,253 shares of PVAL stock, worth $60 Million. This represents 17.14% of its overall portfolio holdings.
Number of Shares
1,482,253
Previous 1,429,509
3.69%
Holding current value
$60 Million
Previous $53.8 Million
10.83%
% of portfolio
17.14%
Previous 17.11%
Shares
6 transactions
Others Institutions Holding PVAL
# of Institutions
170Shares Held
74.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$412 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.37MShares$217 Million0.01% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5MShares$202 Million1.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$181 Million0.94% of portfolio
-
Ubs Group Ag4.43MShares$179 Million0.03% of portfolio