Baker Tilly Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 10,389 shares of PVAL stock, worth $406,521. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,389
Previous 7,955 30.6%
Holding current value
$406,521
Previous $288,000 36.81%
% of portfolio
0.18%
Previous 0.12%

Shares

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

Oct 24, 2024
BUY
$35.03 - $37.94 $85,263 - $92,345
2,434 Added 30.6%
10,389 $394,000
Q1 2024

May 09, 2024
BUY
$31.03 - $35.73 $24,048 - $27,690
775 Added 10.79%
7,955 $284,000
Q4 2023

Jan 10, 2024
BUY
$27.76 - $31.63 $199,316 - $227,103
7,180 New
7,180 $226,000

Others Institutions Holding PVAL

# of Institutions
85
Shares Held
17.7M
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
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email