Essex Financial Services »

Putnam Focused Large Cap Value Etf shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services 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 Essex Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Putnam Focused Large Cap Value Etf by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 32k 38.29
2024-06-30 $1.0M 29k 35.77
2024-03-31 $453k 13k 35.73
2023-12-31 $232k 7.3k 31.54

More positions owned by Essex Financial Services

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
NVIDIA Corporation (NVDA)
Compass Diversified Sh Ben Int (CODI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Texas Pacific Land Corp (TPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Essex Financial Services

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
Sanctuary Advisors
Sowa Financial Group
Envestnet Asset Management

View all funds holding Putnam Focused Large Cap Value Etf