Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Opal Wealth Advisors, LLC
- $308 Million
- Q2 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 1,078,752 shares of PVAL stock, worth $40.9 Million. This represents 12.71% of its overall portfolio holdings.
Number of Shares
1,078,752
Previous 1,056,925
2.07%
Holding current value
$40.9 Million
Previous $37.8 Million
3.69%
% of portfolio
12.71%
Previous 12.87%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
61Shares Held
13.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$117 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.6 Million0.29% of portfolio
-
Amplius Wealth Advisors, LLC1.36MShares$51.7 Million6.53% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$39.1 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC975KShares$36.9 Million0.06% of portfolio