Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,429,509 shares of PVAL stock, worth $54.9 Million. This represents 17.11% of its overall portfolio holdings.

Number of Shares
1,429,509
Previous 1,214,952 17.66%
Holding current value
$54.9 Million
Previous $45.1 Million 19.31%
% of portfolio
17.11%
Previous 13.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$36.8 - $39.59 $7.9 Million - $8.49 Million
214,557 Added 17.66%
1,429,509 $53.8 Million
Q4 2024

Jan 28, 2025
BUY
$36.85 - $39.99 $946,565 - $1.03 Million
25,687 Added 2.16%
1,214,952 $45.1 Million
Q3 2024

Oct 15, 2024
BUY
$35.03 - $37.94 $3.87 Million - $4.19 Million
110,513 Added 10.24%
1,189,265 $45.1 Million
Q2 2024

Jul 12, 2024
BUY
$34.2 - $36.59 $746,483 - $798,649
21,827 Added 2.07%
1,078,752 $39.2 Million
Q1 2024

Apr 11, 2024
BUY
$31.03 - $35.73 $32.8 Million - $37.8 Million
1,056,925 New
1,056,925 $37.8 Million

Others Institutions Holding PVAL

# of Institutions
148
Shares Held
53.6M
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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