Able Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025

A detailed history of Able Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Able Wealth Management LLC holds 121,610 shares of PVAL stock, worth $4.67 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
121,610
Previous 79,233 53.48%
Holding current value
$4.67 Million
Previous $2.94 Billion 57.45%
% of portfolio
2.73%
Previous 1.93%

Shares

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

Apr 28, 2025
BUY
$36.8 - $39.59 $1.56 Million - $1.68 Million
42,377 Added 53.48%
121,610 $4.63 Billion
Q4 2024

Feb 03, 2025
BUY
$36.85 - $39.99 $765,411 - $830,632
20,771 Added 35.53%
79,233 $2.94 Billion
Q3 2024

Nov 01, 2024
BUY
$35.03 - $37.94 $828,494 - $897,318
23,651 Added 67.94%
58,462 $2.22 Billion
Q2 2024

Nov 01, 2024
BUY
$34.2 - $36.59 $1.19 Million - $1.27 Million
34,811 New
34,811 $1.26 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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