Oak Harbor Wealth Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History
Oak Harbor Wealth Partners, LLC
- $395 Million
- Q3 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 8,927 shares of PVAL stock, worth $390,020. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,927
Previous 8,927
-0.0%
Holding current value
$390,020
Previous $359,000
6.13%
% of portfolio
0.1%
Previous 0.1%
Shares
1 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