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Putnam Focused Large Cap Value Etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 27k 37.94
2024-06-30 $649k 18k 36.30

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

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