Modern Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Modern Wealth Management, LLC holds 626,946 shares of PVAL stock, worth $26.5 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
626,946
Previous 511,520 22.57%
Holding current value
$26.5 Million
Previous $19.5 Million 29.49%
% of portfolio
0.67%
Previous 0.64%

Shares

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

Aug 14, 2025
BUY
$33.6 - $40.23 $3.88 Million - $4.64 Million
115,426 Added 22.57%
626,946 $25.2 Million
Q1 2025

May 30, 2025
BUY
$36.8 - $39.59 $44,454 - $47,824
1,208 Added 0.24%
511,520 $19.5 Million
Q1 2025

May 15, 2025
BUY
$36.8 - $39.59 $14.5 Million - $15.5 Million
392,768 Added 334.15%
510,312 $19.4 Billion
Q4 2024

Feb 11, 2025
BUY
$36.85 - $39.99 $4.33 Million - $4.7 Million
117,544 New
117,544 $4.6 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
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