Keystone Financial Services, LLC Putnam ETF Tr Putnam Focused L Transaction History

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Keystone Financial Services, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Keystone Financial Services, LLC holds 350,124 shares of PVAL stock, worth $14.8 Million. This represents 10.47% of its overall portfolio holdings.

Number of Shares
350,124
Previous 341,241 2.6%
Holding current value
$14.8 Million
Previous $13.7 Billion 8.95%
% of portfolio
10.47%
Previous 10.43%

Shares

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

Oct 27, 2025
BUY
$39.93 - $42.72 $354,698 - $379,481
8,883 Added 2.6%
350,124 $15 Billion
Q2 2025

Aug 14, 2025
BUY
$33.6 - $40.23 $527,889 - $632,053
15,711 Added 4.83%
341,241 $13.7 Billion
Q1 2025

Apr 25, 2025
BUY
$36.8 - $39.59 $795,027 - $855,302
21,604 Added 7.11%
325,530 $12.4 Billion
Q4 2024

Mar 14, 2025
BUY
$36.85 - $39.99 $11.2 Million - $12.2 Million
303,926 New
303,926 $11.3 Billion

Others Institutions Holding PVAL

# of Institutions
183
Shares Held
82.1M
Call Options Held
0
Put Options Held
455K
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
Track This Portfolio

Track Keystone Financial Services, LLC Portfolio

Follow Keystone Financial Services, LLC 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 Keystone Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email