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Putnam Focused Large Cap Value Etf shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 25k 45.57
2025-09-30 $735k 17k 42.72

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Ii Peakshares Rmr (PRMR)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Pimco Etf Tr 0-5 High Yield (HYS)
Amazon (AMZN)

View all positions for RMR Wealth Builders

Top funds holding Putnam Focused Large Cap Value Etf

Cetera Investment Advisers
Cullen Frost Bankers
Commonwealth Equity Services
UBS Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
CWM
Stifel Financial
Amplius Wealth Advisors
Allegheny Financial Group
Cambridge Investment Research Advisors
Opal Wealth Advisors
Wells Fargo & Company
HighTower Advisors
Modern Wealth Management

View all funds holding Putnam Focused Large Cap Value Etf