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

Stone Crest Wealth Management, Inc.

$210 Billion
Q2 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 182,199 shares of PVAL stock, worth $7.83 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

182,199

Previous 179,181 1.68%

Holding current value

$7.83 Million

Previous $6.82 Billion 7.43%

% of portfolio

3.49%

Previous 4.34%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$33.6 - $40.23 $101,404 - $121,414	3,018 Added 1.68%	182,199 $7.33 Billion
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

171

Shares Held

75.3M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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