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

Arete Wealth Advisors, LLC

  • $1.22 Billion
  • Q2 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 286,045 shares of PVAL stock, worth $10.8 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
286,045
Previous 147,279 94.22%
Holding current value
$10.8 Million
Previous $5.26 Million 96.73%
% of portfolio
0.85%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
80
Shares Held
17.1M
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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