Sax Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 88,648 shares of PVAL stock, worth $3.43 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
88,648Holding current value
$3.43 Million% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding PVAL
# of Institutions
117Shares Held
34.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$222 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$145 Million0.73% of portfolio
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Ubs Group Ag2.9MShares$112 Million0.02% of portfolio
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Morgan Stanley New York, NY2.41MShares$93.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$89.4 Million0.19% of portfolio