Wealth Enhancement Advisory Services, LLC Putnam ETF Tr Putnam Focused L Transaction History
Wealth Enhancement Advisory Services, LLC
- $37 Billion
- Q1 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 578,181 shares of PVAL stock, worth $21 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
578,181
Previous 571,843
1.11%
Holding current value
$21 Million
Previous $18 Million
14.54%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
39Shares Held
8.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.52MShares$55.3 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.52MShares$55.1 Million6.63% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.06MShares$38.4 Million12.87% of portfolio
-
Cetera Investment Advisers Schaumburg, IL689KShares$25 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO460KShares$16.7 Million0.02% of portfolio