Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 42,848 shares of PVAL stock, worth $1.62 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
42,848
Previous 42,775
0.17%
Holding current value
$1.62 Million
Previous $1.62 Million
1.97%
% of portfolio
0.73%
Previous 0.74%
Shares
7 transactions
Others Institutions Holding PVAL
# of Institutions
118Shares Held
35.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$218 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$142 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$110 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$91.3 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$87.6 Million0.19% of portfolio