J.W. Cole Advisors, Inc. Putnam ETF Tr Putnam Focused L Transaction History

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 109,061 shares of PVAL stock, worth $4.61 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
109,061
Previous 82,323 32.48%
Holding current value
$4.61 Million
Previous $3.13 Million 39.98%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$33.6 - $40.23 $898,396 - $1.08 Million
26,738 Added 32.48%
109,061 $4.39 Million
Q1 2025

May 05, 2025
BUY
$36.8 - $39.59 $3.03 Million - $3.26 Million
82,323 New
82,323 $3.13 Million

Others Institutions Holding PVAL

# of Institutions
180
Shares Held
78.3M
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole 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 J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email