Synergy Asset Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
A detailed history of Synergy Asset Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Synergy Asset Management, LLC holds 53,538 shares of PVAL stock, worth $2.05 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
53,538
Previous 9,971
436.94%
Holding current value
$2.05 Million
Previous $370,000
450.81%
% of portfolio
0.26%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
148Shares Held
53.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.51MShares$327 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.03MShares$193 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA4.47MShares$171 Million0.94% of portfolio
-
Ubs Group Ag3.82MShares$147 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC3.75MShares$144 Million0.2% of portfolio