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Putnam Focused Large Cap Value Etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Putnam Focused Large Cap Value Etf

23:59:59.999Sep 29, 202423:59:59.999500:00:00Sep 30, 202400:00:00.000500:00:00.00110.503498M10.5034985M10.503499M10.5034995M10.5035M276.844k276.8445k276.845k276.8455k276.846k
Value ($)Share countHistorical PVAL position of Sontag Advisory Source: stockzoa.comValue ($)Share count

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All positions including Putnam Focused Large Cap Value Etf held by Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 277k 37.94

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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