Prosperity Financial Group, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Prosperity Financial Group, Inc.

$273 Billion
Q3 2025

A detailed history of Prosperity Financial Group, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 169,472 shares of PVAL stock, worth $7.4 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

169,472

Previous 162,510 4.28%

Holding current value

$7.4 Million

Previous $6.54 Billion 10.74%

% of portfolio

2.65%

Previous 2.78%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$39.93 - $42.72 $277,992 - $297,416	6,962 Added 4.28%	169,472 $7.24 Billion
Q2 2025 Jul 30, 2025	BUY	$33.6 - $40.23 $415,464 - $497,443	12,365 Added 8.24%	162,510 $6.54 Billion
Q1 2025 May 15, 2025	BUY	$36.8 - $39.59 $520,609 - $560,079	14,147 Added 10.4%	150,145 $5.72 Billion
Q4 2024 Feb 07, 2025	BUY	$36.85 - $39.99 $79,853 - $86,658	2,167 Added 1.62%	135,998 $5.05 Billion
Q3 2024 Nov 12, 2024	BUY	$35.03 - $37.94 $168,073 - $182,036	4,798 Added 3.72%	133,831 $5.08 Billion
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.59 $96,683 - $103,439	2,827 Added 2.24%	129,033 $4.68 Billion
Q1 2024 May 15, 2024	SELL	$31.03 - $35.73 $4.76 Million - $5.48 Million	-153,463 Reduced 54.87%	126,206 $4.51 Billion
Q4 2023 Feb 14, 2024	SELL	$27.76 - $31.63 $154,401 - $175,926	-5,562 Reduced 1.95%	279,669 $8.82 Billion
Q3 2023 Nov 07, 2023	BUY	$28.88 - $30.51 $2.18 Million - $2.3 Million	75,486 Added 35.99%	285,231 $8.34 Billion
Q2 2023 Sep 12, 2023	SELL	$26.83 - $29.38 $19,693 - $21,564	-734 Reduced 0.35%	209,745 $6.16 Billion
Q1 2023 Sep 12, 2023	BUY	$26.28 - $28.8 $546,781 - $599,212	20,806 Added 10.97%	210,479 $5.84 Billion
Q4 2022 Sep 12, 2023	BUY	$24.33 - $28.49 $4.61 Million - $5.4 Million	189,673 New	189,673 $5.13 Billion

Others Institutions Holding PVAL

# of Institutions

203

Shares Held

97.5M

Call Options Held

Put Options Held

455K

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

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Prosperity Financial Group, Inc. Putnam ETF Tr Putnam Focused L Transaction History