Key Client Fiduciary Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 10,028 shares of PVAL stock, worth $413,554. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,028
Previous 9,408 6.59%
Holding current value
$413,554
Previous $354,000 13.84%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Jul 09, 2025
BUY
$33.6 - $40.23 $20,832 - $24,942
620 Added 6.59%
10,028 $403,000
Q1 2025

Apr 10, 2025
BUY
$36.8 - $39.59 $16,118 - $17,340
438 Added 4.88%
9,408 $354,000
Q4 2024

Jan 17, 2025
BUY
$36.85 - $39.99 $330,544 - $358,710
8,970 New
8,970 $332,000

Others Institutions Holding PVAL

# of Institutions
150
Shares Held
54.5M
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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