Provident Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Provident Wealth Management, LLC
- $298 Million
- Q4 2024
A detailed history of Provident Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Provident Wealth Management, LLC holds 87,052 shares of PVAL stock, worth $3.42 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
87,052
Previous 113,458
23.27%
Holding current value
$3.42 Million
Previous $4.3 Million
24.93%
% of portfolio
1.08%
Previous 1.47%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
109Shares Held
26.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$163 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$110 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$80.1 Million0.37% of portfolio
-
Amplius Wealth Advisors, LLC1.73MShares$67.9 Million7.54% of portfolio
-
Cwm, LLC1.68MShares$66 Million0.26% of portfolio