U.S. Capital Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding PVAL
# of Institutions
85Shares Held
17.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$121 Million0.01% of portfolio
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Cwm, LLC1.61MShares$62.9 Million0.26% of portfolio
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Glenmede Trust CO Na Philadelphia, PA1.57MShares$61.6 Million0.29% of portfolio
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Amplius Wealth Advisors, LLC1.57MShares$61.3 Million7.3% of portfolio
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Opal Wealth Advisors, LLC Jericho, NY1.19MShares$46.5 Million14.35% of portfolio