Sea Crest Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 90,903 shares of PVAL stock, worth $3.9 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
90,903
Previous 76,355 19.05%
Holding current value
$3.9 Million
Previous $2.87 Million 27.24%
% of portfolio
0.42%
Previous 0.34%

Shares

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

Jul 11, 2025
BUY
$33.6 - $40.23 $488,812 - $585,266
14,548 Added 19.05%
90,903 $3.66 Million
Q1 2025

Apr 11, 2025
BUY
$36.8 - $39.59 $524,400 - $564,157
14,250 Added 22.95%
76,355 $2.87 Million
Q4 2024

Jan 14, 2025
BUY
$36.85 - $39.99 $1.15 Million - $1.25 Million
31,300 Added 101.61%
62,105 $2.31 Million
Q3 2024

Oct 16, 2024
BUY
$35.03 - $37.94 $1.08 Million - $1.17 Million
30,805 New
30,805 $1.17 Million

Others Institutions Holding PVAL

# of Institutions
171
Shares Held
75.3M
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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