Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WealthCare Investment Partners »

Putnam Focused Large Cap Value Etf shares owned by WealthCare Investment Partners

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

Historical chart of WealthCare Investment Partners 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 WealthCare Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Putnam Focused Large Cap Value Etf by WealthCare Investment Partners

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.6M	45k	35.73
2023-12-31	$1.4M	44k	31.58
2023-09-30	$1.3M	45k	28.82
2023-03-31	$1.5M	55k	27.76

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Value Line Divid In SHS (FVD)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Ishares Tr Us Consm Staples (IYK)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Select Sector Spdr Tr Energy (XLE)

Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

Select Sector Spdr Tr Communication (XLC)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Us Aer Def Etf (ITA)

Ishares Gold Tr Ishares New (IAU)

Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)

Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for WealthCare Investment Partners

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

Kestra Advisory Services

UBS Group

Commonwealth Equity Services

Kestra Private Wealth Services

AdvisorNet Financial

WealthCare Investment Partners

Cambridge Investment Research Advisors

Wealthcare Advisory Partners

Janney Montgomery Scott

View all funds holding Putnam Focused Large Cap Value Etf

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z