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

Arete Wealth Advisors, LLC

$1.41 Billion
Q2 2025

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 578,814 shares of PVAL stock, worth $23.4 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

578,814

Previous 395,359 46.4%

Holding current value

$23.4 Million

Previous $15.1 Million 54.67%

% of portfolio

1.65%

Previous 1.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$33.6 - $40.23 $6.16 Million - $7.38 Million	183,455 Added 46.4%	578,814 $23.3 Million
Q1 2025 May 15, 2025	BUY	$36.8 - $39.59 $1.05 Million - $1.13 Million	28,571 Added 7.79%	395,359 $15.1 Million
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

170

Shares Held

75.3M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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