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

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025

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 284,173 shares of PVAL stock, worth $10.7 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
284,173
Previous 90,914 212.57%
Holding current value
$10.7 Million
Previous $3.37 Million 217.01%
% of portfolio
4.29%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$36.8 - $39.59 $7.11 Million - $7.65 Million
193,259 Added 212.57%
284,173 $10.7 Million
Q4 2024

Jan 10, 2025
BUY
$36.85 - $39.99 $2.97 Million - $3.22 Million
80,525 Added 775.1%
90,914 $3.37 Million
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
120
Shares Held
36.5M
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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