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

Able Wealth Management LLC

  • $266 Billion
  • Q3 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 225,379 shares of PVAL stock, worth $9.85 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
225,379
Previous 167,451 34.59%
Holding current value
$9.85 Million
Previous $6.74 Billion 42.92%
% of portfolio
3.62%
Previous 3.4%

Shares

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

Oct 14, 2025
BUY
$39.93 - $42.72 $2.31 Million - $2.47 Million
57,928 Added 34.59%
225,379 $9.63 Billion
Q2 2025

Aug 06, 2025
BUY
$33.6 - $40.23 $1.54 Million - $1.84 Million
45,841 Added 37.7%
167,451 $6.74 Billion
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
203
Shares Held
97.5M
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 Able Wealth Management LLC Portfolio

Follow Able Wealth Management 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 Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email