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

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025

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 53,853 shares of PVAL stock, worth $2.05 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
53,853
Previous 110,735 51.37%
Holding current value
$2.05 Million
Previous $4.11 Million 50.68%
% of portfolio
0.3%
Previous 0.58%

Shares

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

Apr 14, 2025
SELL
$36.8 - $39.59 $2.09 Million - $2.25 Million
-56,882 Reduced 51.37%
53,853 $2.03 Million
Q4 2024

Jan 22, 2025
SELL
$36.85 - $39.99 $1.28 Million - $1.39 Million
-34,820 Reduced 23.92%
110,735 $4.11 Million
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
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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