Steel Peak Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 40,810 shares of PVAL stock, worth $1.58 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
40,810
Previous 10,948
272.76%
Holding current value
$1.58 Million
Previous $415,000
264.82%
% of portfolio
0.06%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
102Shares Held
26.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$161 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$109 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$79.1 Million0.37% of portfolio
-
Amplius Wealth Advisors, LLC1.73MShares$67 Million7.54% of portfolio
-
Cwm, LLC1.61MShares$62.3 Million0.26% of portfolio