A detailed history of Clear Point Advisors Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Clear Point Advisors Inc. holds 670 shares of PVAL stock, worth $24,990. This represents 0.02% of its overall portfolio holdings.

Number of Shares
670
Previous 1,667 59.81%
Holding current value
$24,990
Previous $60.5 Million 57.98%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Nov 08, 2024

SELL
$35.03 - $37.94 $34,924 - $37,826
-997 Reduced 59.81%
670 $25.4 Million
Q2 2024

Aug 14, 2024

BUY
$34.2 - $36.59 $57,011 - $60,995
1,667 New
1,667 $60.5 Million

Others Institutions Holding PVAL

About PUTNAM ETF TR PUTNAM FOCUSED L


  • Ticker PVAL
More about PVAL
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.