Amplius Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,955,562 shares of PVAL stock, worth $79.2 Million. This represents 7.99% of its overall portfolio holdings.

Number of Shares
1,955,562
Previous 1,883,958 3.8%
Holding current value
$79.2 Million
Previous $70.9 Million 10.94%
% of portfolio
7.99%
Previous 8.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$33.6 - $40.23 $2.41 Million - $2.88 Million
71,604 Added 3.8%
1,955,562 $78.7 Million
Q1 2025

Apr 10, 2025
BUY
$36.8 - $39.59 $5.75 Million - $6.18 Million
156,167 Added 9.04%
1,883,958 $70.9 Million
Q4 2024

Jan 16, 2025
BUY
$36.85 - $39.99 $5.94 Million - $6.44 Million
161,154 Added 10.29%
1,727,791 $64.1 Million
Q3 2024

Oct 16, 2024
BUY
$35.03 - $37.94 $7.07 Million - $7.66 Million
201,908 Added 14.79%
1,566,637 $59.4 Million
Q2 2024

Jul 22, 2024
SELL
$34.2 - $36.59 $5.27 Million - $5.64 Million
-154,115 Reduced 10.15%
1,364,729 $49.5 Million
Q1 2024

Apr 16, 2024
BUY
$31.03 - $35.73 $7.96 Million - $9.16 Million
256,390 Added 20.31%
1,518,844 $54.3 Million
Q4 2023

Jan 10, 2024
SELL
$27.76 - $31.63 $19.9 Million - $22.7 Million
-718,645 Reduced 36.28%
1,262,454 $39.8 Million
Q3 2023

Oct 17, 2023
SELL
$28.88 - $30.51 $4.73 Million - $4.99 Million
-163,632 Reduced 7.63%
1,981,099 $57.9 Million
Q2 2023

Jul 26, 2023
BUY
$26.83 - $29.38 $1.65 Million - $1.81 Million
61,540 Added 2.95%
2,144,731 $63 Million
Q1 2023

Apr 25, 2023
BUY
$26.28 - $28.8 $1.32 Million - $1.44 Million
50,152 Added 2.47%
2,083,191 $57.8 Million
Q4 2022

Jan 19, 2023
BUY
$24.33 - $28.49 $49.5 Million - $57.9 Million
2,033,039 New
2,033,039 $0

Others Institutions Holding PVAL

# of Institutions
170
Shares Held
75.3M
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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