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

Baker Tilly Wealth Management, LLC

$273 Million
Q2 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 333,961 shares of PVAL stock, worth $13.5 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

333,961

Previous 284,173 17.52%

Holding current value

$13.5 Million

Previous $10.7 Million 25.61%

% of portfolio

4.92%

Previous 4.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$33.6 - $40.23 $1.67 Million - $2 Million	49,788 Added 17.52%	333,961 $13.4 Million
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

170

Shares Held

74.7M

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