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

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

Historical chart of Opal 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 Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 1.2M 37.94
2024-06-30 $39M 1.1M 36.30
2024-03-31 $38M 1.1M 35.73

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Nuveen Churchill Direct Lend Com Shs (NCDL)

View all positions for Opal 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
Sanctuary Advisors
Sowa Financial Group
Envestnet Asset Management

View all funds holding Putnam Focused Large Cap Value Etf