Ivc Wealth Advisors LLC Putnam ETF Tr Putnam Focused L Transaction History

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 307,662 shares of PVAL stock, worth $13 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
307,662
Previous 270,420 13.77%
Holding current value
$13 Million
Previous $10.9 Million 20.82%
% of portfolio
5.96%
Previous 5.36%

Shares

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

Oct 09, 2025
BUY
$39.93 - $42.72 $1.49 Million - $1.59 Million
37,242 Added 13.77%
307,662 $13.1 Million
Q2 2025

Jul 22, 2025
BUY
$33.6 - $40.23 $2.95 Million - $3.53 Million
87,824 Added 48.1%
270,420 $10.9 Million
Q1 2025

Apr 08, 2025
BUY
$36.8 - $39.59 $6.72 Million - $7.23 Million
182,596 New
182,596 $6.87 Million

Others Institutions Holding PVAL

# of Institutions
175
Shares Held
77.2M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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