Principle Wealth Partners LLC Putnam ETF Tr Putnam Focused L Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,513 shares of PVAL stock, worth $282,789. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,513

Holding current value

$282,789

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$36.85 - $39.99 $276,854 - $300,444	7,513 New	7,513 $278,000

Others Institutions Holding PVAL

# of Institutions

118

Shares Held

36M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

5.74M
Shares

$216 Million
0.02% of portfolio
Glenmede Trust CO Na Philadelphia, PA

3.76M
Shares

$141 Million
0.73% of portfolio
Ubs Group Ag

2.9M
Shares

$109 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.41M
Shares

$90.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.31M
Shares

$87 Million
0.19% of portfolio

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Principle Wealth Partners LLC Putnam ETF Tr Putnam Focused L Transaction History