Castle Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025

A detailed history of Castle Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Castle Wealth Management LLC holds 210,229 shares of PVAL stock, worth $9.18 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
210,229
Previous 209,171 0.51%
Holding current value
$9.18 Million
Previous $8.41 Million 6.73%
% of portfolio
4.19%
Previous 4.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$39.93 - $42.72 $42,245 - $45,197
1,058 Added 0.51%
210,229 $8.98 Million
Q2 2025

Jul 30, 2025
BUY
$33.6 - $40.23 $2.46 Million - $2.95 Million
73,304 Added 53.95%
209,171 $8.41 Million
Q1 2025

Apr 28, 2025
BUY
$36.8 - $39.59 $5 Million - $5.38 Million
135,867 New
135,867 $5.17 Million

Others Institutions Holding PVAL

# of Institutions
205
Shares Held
97.7M
Call Options Held
0
Put Options Held
455K
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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