Barnes Wealth Management Group, Inc Putnam ETF Tr Putnam Focused L Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 15,150 shares of PVAL stock, worth $661,903. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,150
Previous 15,117
0.22%
Holding current value
$661,903
Previous $608 Million
6.42%
% of portfolio
0.36%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding PVAL
# of Institutions
203Shares Held
97.6MCall 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