Horizon Family Wealth, Inc. Putnam ETF Tr Putnam Focused L Transaction History
Horizon Family Wealth, Inc.
- $157 Million
- Q3 2025
A detailed history of Horizon Family Wealth, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 91,382 shares of PVAL stock, worth $3.99 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
91,382
Previous 76,723
19.11%
Holding current value
$3.99 Million
Previous $3.09 Million
26.47%
% of portfolio
2.48%
Previous 2.05%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
204Shares 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