Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,214,952 shares of PVAL stock, worth $47.2 Million. This represents 13.87% of its overall portfolio holdings.
Number of Shares
1,214,952
Previous 1,189,265
2.16%
Holding current value
$47.2 Million
Previous $45.1 Million
0.05%
% of portfolio
13.87%
Previous 14.35%
Shares
4 transactions
Others Institutions Holding PVAL
# of Institutions
106Shares Held
26.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$161 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$109 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$79.2 Million0.37% of portfolio
-
Amplius Wealth Advisors, LLC1.73MShares$67.1 Million7.54% of portfolio
-
Cwm, LLC1.68MShares$65.3 Million0.26% of portfolio