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

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 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 270,420 shares of PVAL stock, worth $10.9 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares
270,420
Previous 182,596 48.1%
Holding current value
$10.9 Million
Previous $6.87 Million 58.29%
% of portfolio
5.36%
Previous 3.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
170
Shares Held
74.7M
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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