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Putnam Focused Large Cap Value Etf shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 100k 37.94
2024-06-30 $2.1M 59k 36.30

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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