Synergy Asset Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
180Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$430 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.37MShares$227 Million0.01% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5MShares$211 Million1.02% of portfolio
-
Commonwealth Equity Services, LLC4.89MShares$207 Million0.27% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$189 Million0.94% of portfolio