Beacon Pointe Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 12,571 shares of PVAL stock, worth $482,349. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,571

Previous 9,371 34.15%

Holding current value

$482,349

Previous $347,000 37.75%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$36.8 - $39.59 $117,759 - $126,688	3,200 Added 34.15%	12,571 $478,000
Q4 2024 Feb 14, 2025	BUY	$36.85 - $39.99 $1,326 - $1,439	36 Added 0.39%	9,371 $347,000
Q3 2024 Nov 14, 2024	BUY	$35.03 - $37.94 $1,085 - $1,176	31 Added 0.33%	9,335 $354,000
Q2 2024 Aug 12, 2024	BUY	$34.2 - $36.59 $991 - $1,061	29 Added 0.31%	9,304 $337,000
Q1 2024 May 14, 2024	BUY	$31.03 - $35.73 $47,320 - $54,488	1,525 Added 19.68%	9,275 $331,000
Q4 2023 Feb 08, 2024	SELL	$27.76 - $31.63 $49,107 - $55,953	-1,769 Reduced 18.58%	7,750 $244,000
Q3 2023 Nov 14, 2023	BUY	$28.88 - $30.51 $274,908 - $290,424	9,519 New	9,519 $278,000
Q1 2023 May 12, 2023	BUY	$26.28 - $28.8 $219,411 - $240,451	8,349 New	8,349 $231,000

Others Institutions Holding PVAL

# of Institutions

148

Shares Held

53.6M

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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Beacon Pointe Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History