One Ascent Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 10,831 shares of PVAL stock, worth $407,137. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,831Holding current value
$407,137% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
96Shares Held
25.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$156 Million0.01% of portfolio
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Ubs Group Ag2.8MShares$105 Million0.02% of portfolio
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Glenmede Trust CO Na Philadelphia, PA2.04MShares$76.7 Million0.37% of portfolio
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Cwm, LLC1.61MShares$60.4 Million0.26% of portfolio
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Amplius Wealth Advisors, LLC1.57MShares$58.9 Million7.3% of portfolio