Provident Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Provident Wealth Management, LLC
- $292 Million
- Q3 2024
A detailed history of Provident Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Provident Wealth Management, LLC holds 113,458 shares of PVAL stock, worth $4.28 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
113,458
Previous 161,707
29.84%
Holding current value
$4.28 Million
Previous $5.87 Million
26.67%
% of portfolio
1.47%
Previous 2.15%
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
81Shares Held
17.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$116 Million0.01% of portfolio
-
Cwm, LLC1.61MShares$60.6 Million0.26% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.3 Million0.29% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$59 Million7.3% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.19MShares$44.8 Million14.35% of portfolio