Baker Tilly Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 460,074 shares of PVAL stock, worth $20.1 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
460,074
Previous 383,637
19.92%
Holding current value
$20.1 Million
Previous $16.4 Million
22.65%
% of portfolio
5.34%
Previous 3.82%
Shares
8 transactions
Others Institutions Holding PVAL
# of Institutions
205Shares Held
97.8MCall 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