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

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 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 106,240 shares of PVAL stock, worth $4.64 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
106,240
Previous 90,903 16.87%
Holding current value
$4.64 Million
Previous $3.66 Million 24.09%
% of portfolio
0.51%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$39.93 - $42.72 $612,406 - $655,196
15,337 Added 16.87%
106,240 $4.54 Million
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
203
Shares Held
97.5M
Call Options Held
0
Put Options Held
455K
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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