Sax Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 360,157 shares of PVAL stock, worth $14.8 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
360,157
Previous 156,086 130.74%
Holding current value
$14.8 Million
Previous $5.94 Million 143.8%
% of portfolio
0.89%
Previous 0.43%

Shares

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

Jul 23, 2025
BUY
$33.6 - $40.23 $6.86 Million - $8.21 Million
204,071 Added 130.74%
360,157 $14.5 Million
Q1 2025

May 14, 2025
BUY
$36.8 - $39.59 $2.48 Million - $2.67 Million
67,438 Added 76.07%
156,086 $5.94 Million
Q4 2024

Jan 15, 2025
BUY
$36.85 - $39.99 $3.27 Million - $3.55 Million
88,648 New
88,648 $3.29 Million

Others Institutions Holding PVAL

# of Institutions
152
Shares Held
54.9M
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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