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 $60.2 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
$60.2 Million
Previous $53.8 Million
10.83%
% of portfolio
17.14%
Previous 17.11%
Shares
6 transactions
Others Institutions Holding PVAL
# of Institutions
151Shares Held
53.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$346 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$204 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$181 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$155 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$152 Million0.2% of portfolio