Nvest Financial, LLC Putnam ETF Tr Putnam Focused L Transaction History

Nvest Financial, LLC

  • $160 Million
  • Q3 2025

A detailed history of Nvest Financial, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Nvest Financial, LLC holds 6,419 shares of PVAL stock, worth $280,446. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,419
Previous 8,775 26.85%
Holding current value
$280,446
Previous $353,000 22.38%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Nov 13, 2025
SELL
$39.93 - $42.72 $94,075 - $100,648
-2,356 Reduced 26.85%
6,419 $274,000
Q2 2025

Jul 28, 2025
SELL
$33.6 - $40.23 $24,494 - $29,327
-729 Reduced 7.67%
8,775 $353,000
Q4 2024

Jan 22, 2025
BUY
$36.85 - $39.99 $350,222 - $380,064
9,504 New
9,504 $352,000

Others Institutions Holding PVAL

# of Institutions
205
Shares Held
97.7M
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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