Wealth Enhancement Advisory Services, LLC Putnam ETF Tr Putnam Focused L Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 398,894 shares of PVAL stock, worth $15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
398,894
Previous 582,076
31.47%
Holding current value
$15 Million
Previous $21.1 Million
28.37%
% of portfolio
0.03%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding PVAL
# of Institutions
80Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$116 Million0.01% of portfolio
-
Cwm, LLC1.61MShares$60.6 Million0.26% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.3 Million0.29% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$59 Million7.3% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.19MShares$44.8 Million14.35% of portfolio