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Putnam Focused Large Cap Value Etf shares owned by Atria Investments

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Putnam Focused Large Cap Value Etf

Tip: Access up to 7 years of quarterly data

All positions including Putnam Focused Large Cap Value Etf held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Focused Large Cap Value Etf by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 179k 37.94
2023-03-31 $1.7M 60k 27.76
2022-12-31 $1.6M 59k 27.02

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Putnam Focused Large Cap Value Etf

Bank of America Corporation
Glenmede Trust Company
CWM
Amplius Wealth Advisors
Opal Wealth Advisors
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Stifel Financial
GGM Financials
Kestra Advisory Services
Sowa Financial Group
Envestnet Asset Management
Arete Wealth Advisors

View all funds holding Putnam Focused Large Cap Value Etf