Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Stone Crest Wealth Management, Inc.
- $153 Billion
- Q4 2024
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 174,834 shares of PVAL stock, worth $6.7 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
174,834
Previous 164,233
6.45%
Holding current value
$6.7 Million
Previous $6.23 Billion
4.15%
% of portfolio
4.24%
Previous 4.53%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
98Shares Held
26.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$159 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$107 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$78.2 Million0.37% of portfolio
-
Amplius Wealth Advisors, LLC1.73MShares$66.2 Million7.54% of portfolio
-
Cwm, LLC1.61MShares$61.6 Million0.26% of portfolio