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PGEOX

George Putnam Balanced Class A
1W: -0.7% 1M: -0.6% 3M: -0.2% YTD: +7.0% 1Y: +2.1% 3Y: +43.3% 5Y: +22.7%
$29.03
+0.12 (+0.42%)
 
Weekly Expected Move ±1.1%
$28 $29 $29 $29 $30
ETF NASDAQ · AUM $2.4B

Institutional Ownership — PGEOX

1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1 total)

# Holder Shares Value Change Change % Holding Period Filing
1 McIlrath & Eck, LLC NEW 3 $0K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
McIlrath & Eck, LLC 3 $0K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms