Synergy Asset Management, LLC Putnam ETF Tr Putnam Focused L Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
A detailed history of Synergy Asset Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Synergy Asset Management, LLC holds 9,971 shares of PVAL stock, worth $379,296. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,971Holding current value
$379,296% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
76Shares Held
16.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$117 Million0.01% of portfolio
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Cwm, LLC1.61MShares$61.2 Million0.26% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.9 Million0.29% of portfolio
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Amplius Wealth Advisors, LLC1.57MShares$59.6 Million7.3% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.19MShares$45.2 Million14.35% of portfolio