Sea Crest Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 62,105 shares of PVAL stock, worth $2.42 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
62,105
Previous 30,805
101.61%
Holding current value
$2.42 Million
Previous $1.17 Million
97.35%
% of portfolio
0.25%
Previous 0.13%
Shares
2 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