Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Stone Crest Wealth Management, Inc.

  • $157 Billion
  • Q1 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 179,181 shares of PVAL stock, worth $6.88 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares
179,181
Previous 174,834 2.49%
Holding current value
$6.88 Million
Previous $6.49 Billion 5.14%
% of portfolio
4.34%
Previous 4.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$36.8 - $39.59 $159,969 - $172,097
4,347 Added 2.49%
179,181 $6.82 Billion
Q4 2024

Jan 15, 2025
BUY
$36.85 - $39.99 $390,646 - $423,933
10,601 Added 6.45%
174,834 $6.49 Billion
Q3 2024

Oct 08, 2024
BUY
$35.03 - $37.94 $5.75 Million - $6.23 Million
164,233 New
164,233 $6.23 Billion

Others Institutions Holding PVAL

# of Institutions
148
Shares Held
53.6M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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