Principle Wealth Partners LLC Putnam ETF Tr Putnam Focused L Transaction History

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Principle Wealth Partners LLC holds 10,615 shares of PVAL stock, worth $448,483. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,615
Previous 11,267 5.79%
Holding current value
$448,483
Previous $429,000 0.47%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$33.6 - $40.23 $21,907 - $26,229
-652 Reduced 5.79%
10,615 $427,000
Q1 2025

May 06, 2025
BUY
$36.8 - $39.59 $138,147 - $148,620
3,754 Added 49.97%
11,267 $429,000
Q4 2024

Jan 29, 2025
BUY
$36.85 - $39.99 $276,854 - $300,444
7,513 New
7,513 $278,000

Others Institutions Holding PVAL

# of Institutions
180
Shares Held
78.3M
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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