Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Stone Crest Wealth Management, Inc.
- $157 Billion
- Q1 2025
A detailed history of Stone Crest Wealth Management, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 179,181 shares of PVAL stock, worth $6.74 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
179,181
Previous 174,834
2.49%
Holding current value
$6.74 Million
Previous $6.49 Billion
5.14%
% of portfolio
4.34%
Previous 4.24%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
121Shares Held
37.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$216 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$141 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$109 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$90.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$87 Million0.19% of portfolio