Amplius Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,566,637 shares of PVAL stock, worth $59.6 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
1,566,637
Previous 1,364,729
14.79%
Holding current value
$59.6 Million
Previous $49.5 Million
19.98%
% of portfolio
7.3%
Previous 6.53%
Shares
8 transactions
Others Institutions Holding PVAL
# of Institutions
76Shares Held
16.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$117 Million0.01% of portfolio
-
Cwm, LLC1.61MShares$61.2 Million0.26% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.9 Million0.29% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.19MShares$45.2 Million14.35% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$39.3 Million0.09% of portfolio