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Putnam Focused Large Cap Value Etf shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $292k 9.2k 31.54
2023-09-30 $271k 9.3k 29.23

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Putnam Focused Large Cap Value Etf

Amplius Wealth Advisors
Opal Wealth Advisors
Bank of America Corporation
Wealth Enhancement Advisory Services
Stifel Financial
U.S. Capital Wealth Advisors
Commonwealth Equity Services
Kestra Advisory Services
UBS Group
Janney Montgomery Scott
Kestra Private Wealth Services
AdvisorNet Financial
WealthCare Investment Partners
Cambridge Investment Research Advisors
Wealthcare Advisory Partners

View all funds holding Putnam Focused Large Cap Value Etf