Diversify Advisory Services, LLC Putnam ETF Tr Putnam Focused L Transaction History
Diversify Advisory Services, LLC
- $3.16 Trillion
- Q4 2025
A detailed history of Diversify Advisory Services, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 170,008 shares of PVAL stock, worth $7.43 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
170,008
Previous 121,060
40.43%
Holding current value
$7.43 Million
Previous $5.22 Billion
52.93%
% of portfolio
0.25%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
216Shares Held
100MCall Options Held
0Put Options Held
455K-
Bank Of America Corp Charlotte, NC12.4MShares$543 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.66MShares$335 Million0.02% of portfolio
-
Cullen/Frost Bankers, Inc.5.84MShares$255 Million2.96% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA5.79MShares$253 Million1.23% of portfolio
-
Cetera Investment Advisers Schaumburg, IL5.37MShares$235 Million0.28% of portfolio