Sea Crest Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 62,105 shares of PVAL stock, worth $2.42 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
62,105
Previous 30,805
101.61%
Holding current value
$2.42 Million
Previous $1.17 Million
97.35%
% of portfolio
0.25%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
118Shares Held
35.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$224 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$147 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$113 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$94 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$90.1 Million0.19% of portfolio