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

Prosperity Financial Group, Inc.

$158 Billion
Q2 2024

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 129,033 shares of PVAL stock, worth $4.86 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

129,033

Previous 126,206 2.24%

Holding current value

$4.86 Million

Previous $4.51 Billion 3.87%

% of portfolio

2.96%

Previous 2.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

17.1M

Call Options Held

Put Options Held

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Financial Group, Inc. with notifications on news.

Account

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