ICA Group Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

ICA Group Wealth Management’s Portfolio PVAL Stock Details PVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$16.3K	Buy	+450	New	+$16K	0.01%	398

Other funds holding PVAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return

ICA Group Wealth Management's PVAL Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2024: 450 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings.

62 funds tracked by Wall St. Rank hold PVAL as of Q2 2024.

ICA Group Wealth Management held 450 shares of Putnam Focused Large Cap Value ETF worth $16.3K as of Q2 2024.
Putnam Focused Large Cap Value ETF was a new ICA Group Wealth Management position in Q2 2024.
Putnam Focused Large Cap Value ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #398 holding.
62 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.