Avantax Advisory Services, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 483,665 shares of PVAL stock, worth $19.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

483,665

Previous 225,030 114.93%

Holding current value

$19.6 Million

Previous $8.57 Million 127.06%

% of portfolio

0.11%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$33.6 - $40.23 $8.69 Million - $10.4 Million	258,635 Added 114.93%	483,665 $19.5 Million
Q1 2025 May 06, 2025	BUY	$36.8 - $39.59 $3.86 Million - $4.15 Million	104,800 Added 87.17%	225,030 $8.57 Million
Q4 2024 Feb 07, 2025	BUY	$36.85 - $39.99 $1.72 Million - $1.86 Million	46,572 Added 63.23%	120,230 $4.46 Million
Q3 2024 Nov 13, 2024	BUY	$35.03 - $37.94 $2.58 Million - $2.79 Million	73,658 New	73,658 $2.79 Million
Q4 2023 Feb 07, 2024	SELL	$27.76 - $31.63 $610 - $695	-22 Reduced 0.24%	9,241 $291,000
Q3 2023 Nov 07, 2023	BUY	$28.88 - $30.51 $267,515 - $282,614	9,263 New	9,263 $270,000

Others Institutions Holding PVAL

# of Institutions

157

Shares Held

60.9M

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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Avantax Advisory Services, Inc. Putnam ETF Tr Putnam Focused L Transaction History