Ci Private Wealth, LLC Putnam ETF Tr Putnam Focused L Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Ci Private Wealth, LLC holds 622,961 shares of PVAL stock, worth $27.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
622,961
Previous 521,618 19.43%
Holding current value
$27.2 Million
Previous $21 Million 26.82%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$39.93 - $42.72 $4.05 Million - $4.33 Million
101,343 Added 19.43%
622,961 $26.6 Million
Q2 2025

Sep 26, 2025
SELL
$33.6 - $40.23 $283,852 - $339,863
-8,448 Reduced 1.59%
521,618 $21 Million
Q2 2025

Aug 15, 2025
BUY
$33.6 - $40.23 $15 Million - $18 Million
447,855 Added 544.76%
530,066 $21.3 Million
Q1 2025

May 14, 2025
BUY
$36.8 - $39.59 $3.03 Million - $3.25 Million
82,211 New
82,211 $3.13 Million

Others Institutions Holding PVAL

# of Institutions
203
Shares Held
97.6M
Call Options Held
0
Put Options Held
455K
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email