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

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 366,788 shares of PVAL stock, worth $14.2 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
366,788
Previous 278,395 31.75%
Holding current value
$14.2 Million
Previous $10.5 Million 29.24%
% of portfolio
0.98%
Previous 0.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$36.85 - $39.99 $3.26 Million - $3.53 Million
88,393 Added 31.75%
366,788 $13.6 Million
Q3 2024

Nov 14, 2024
SELL
$35.03 - $37.94 $267,979 - $290,241
-7,650 Reduced 2.67%
278,395 $10.5 Million
Q2 2024

Aug 13, 2024
BUY
$34.2 - $36.59 $4.75 Million - $5.08 Million
138,766 Added 94.22%
286,045 $10.4 Million
Q1 2024

May 15, 2024
BUY
$31.03 - $35.73 $4.57 Million - $5.26 Million
147,279 New
147,279 $5.26 Million

Others Institutions Holding PVAL

# of Institutions
117
Shares Held
34.9M
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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