Atria Investments LLC Putnam ETF Tr Putnam Focused L Transaction History

Atria Investments LLC

$7.93 Billion
Q2 2025

A detailed history of Atria Investments LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Atria Investments LLC holds 238,845 shares of PVAL stock, worth $9.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

238,845

Previous 139,159 71.63%

Holding current value

$9.67 Million

Previous $5.3 Million 81.32%

% of portfolio

0.12%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$33.6 - $40.23 $3.35 Million - $4.01 Million	99,686 Added 71.63%	238,845 $9.61 Million
Q1 2025 May 06, 2025	SELL	$36.8 - $39.59 $751,897 - $808,902	-20,432 Reduced 12.8%	139,159 $5.3 Million
Q4 2024 Feb 06, 2025	SELL	$36.85 - $39.99 $714,300 - $775,166	-19,384 Reduced 10.83%	159,591 $5.92 Million
Q3 2024 Nov 01, 2024	BUY	$35.03 - $37.94 $6.27 Million - $6.79 Million	178,975 New	178,975 $6.79 Million
Q1 2023 May 10, 2023	BUY	$26.28 - $28.8 $35,583 - $38,995	1,354 Added 2.3%	60,338 $1.67 Million
Q4 2022 Jan 31, 2023	BUY	$24.33 - $28.49 $1.44 Million - $1.68 Million	58,984 New	58,984 $1.59 Million

Others Institutions Holding PVAL

# of Institutions

162

Shares Held

61.1M

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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Atria Investments LLC Putnam ETF Tr Putnam Focused L Transaction History