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

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 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 49,950 shares of PVAL stock, worth $2.02 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

49,950

Previous 53,853 7.25%

Holding current value

$2.02 Million

Previous $2.03 Million 0.89%

% of portfolio

0.25%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$33.6 - $40.23 $131,140 - $157,017	-3,903 Reduced 7.25%	49,950 $2.01 Million
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

170

Shares Held

75.3M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

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