Atria Wealth Solutions, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 92,151 shares of PVAL stock, worth $3.94 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

92,151

Previous 90,487 1.84%

Holding current value

$3.94 Million

Previous $3.45 Million 7.61%

% of portfolio

0.09%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$33.6 - $40.23 $55,910 - $66,942	1,664 Added 1.84%	92,151 $3.71 Million
Q1 2025 May 09, 2025	SELL	$36.8 - $39.59 $233,569 - $251,277	-6,347 Reduced 6.55%	90,487 $3.45 Million
Q4 2024 Jan 31, 2025	SELL	$36.85 - $39.99 $99,568 - $108,052	-2,702 Reduced 2.71%	96,834 $3.59 Million
Q3 2024 Nov 08, 2024	BUY	$35.03 - $37.94 $1.44 Million - $1.55 Million	40,975 Added 69.97%	99,536 $3.78 Million
Q2 2024 Jul 22, 2024	BUY	$34.2 - $36.59 $2 Million - $2.14 Million	58,561 New	58,561 $2.13 Million

Others Institutions Holding PVAL

# of Institutions

172

Shares Held

75.7M

Call Options Held

Put Options Held

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Putnam ETF Tr Putnam Focused L Transaction History