Avantax Planning Partners, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 14,324 shares of PVAL stock, worth $539,871. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,324
Previous 19,542 26.7%
Holding current value
$539,871
Previous $709,000 23.41%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$35.03 - $37.94 $182,786 - $197,970
-5,218 Reduced 26.7%
14,324 $543,000
Q2 2024

Aug 09, 2024
SELL
$34.2 - $36.59 $8,310 - $8,891
-243 Reduced 1.23%
19,542 $709,000
Q1 2024

May 02, 2024
BUY
$31.03 - $35.73 $613,928 - $706,918
19,785 New
19,785 $706,000

Others Institutions Holding PVAL

# of Institutions
96
Shares Held
25.2M
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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