Patriot Financial Group Insurance Agency, LLC Putnam ETF Tr Putnam Focused L Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 145,555 shares of PVAL stock, worth $5.47 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
145,555
Previous 128,793 13.01%
Holding current value
$5.47 Million
Previous $4.68 Million 18.12%
% of portfolio
0.77%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$35.03 - $37.94 $587,172 - $635,950
16,762 Added 13.01%
145,555 $5.52 Million
Q2 2024

Jul 26, 2024
BUY
$34.2 - $36.59 $4.4 Million - $4.71 Million
128,793 New
128,793 $4.68 Million

Others Institutions Holding PVAL

# of Institutions
96
Shares Held
25.2M
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
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, 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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email