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 15,153 shares of PVAL stock, worth $662,034. This represents 0.5% of its overall portfolio holdings.

Number of Shares
15,153
Previous 12,103 25.2%
Holding current value
$662,034
Previous $487 Million 32.95%
% of portfolio
0.5%
Previous 0.41%

Shares

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

Oct 28, 2025

BUY
$39.93 - $42.72 $121,786 - $130,296
3,050 Added 25.2%
15,153 $647 Million
Q2 2025

Jul 16, 2025

BUY
$33.6 - $40.23 $406,660 - $486,903
12,103 New
12,103 $487 Million
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
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