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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 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 156,086 shares of PVAL stock, worth $5.99 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
156,086
Previous 88,648 76.07%
Holding current value
$5.99 Million
Previous $3.29 Million 80.64%
% of portfolio
0.43%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
53.6M
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email