A detailed history of Pensionmark Financial Group, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 15,620 shares of PVAL stock, worth $659,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,620
Previous 16,828 7.18%
Holding current value
$659,945
Previous $676,000 1.33%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 15, 2025

SELL
$39.93 - $42.72 $48,235 - $51,605
-1,208 Reduced 7.18%
15,620 $667,000
Q2 2025

Aug 04, 2025

BUY
$33.6 - $40.23 $155,265 - $185,902
4,621 Added 37.86%
16,828 $676,000
Q1 2025

Apr 29, 2025

BUY
$36.8 - $39.59 $210,900 - $226,890
5,731 Added 88.5%
12,207 $464,000
Q4 2024

Feb 12, 2025

BUY
$36.85 - $39.99 $238,640 - $258,975
6,476 New
6,476 $240,000

Others Institutions Holding PVAL

About PUTNAM ETF TR PUTNAM FOCUSED L


  • Ticker PVAL
More about PVAL
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