Patriot Financial Group Insurance Agency, LLC Putnam ETF Tr Putnam Focused L Transaction History
Patriot Financial Group Insurance Agency, LLC
- $704 Million
- Q4 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 110,735 shares of PVAL stock, worth $4.32 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
110,735
Previous 145,555
23.92%
Holding current value
$4.32 Million
Previous $5.52 Million
25.57%
% of portfolio
0.58%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding PVAL
# of Institutions
102Shares Held
26.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$162 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$109 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$79.5 Million0.37% of portfolio
-
Amplius Wealth Advisors, LLC1.73MShares$67.4 Million7.54% of portfolio
-
Cwm, LLC1.61MShares$62.7 Million0.26% of portfolio