Steel Peak Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 23,131 shares of PVAL stock, worth $881,522. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,131
Previous 40,810 43.32%
Holding current value
$881,522
Previous $1.51 Million 41.88%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$36.8 - $39.59 $650,587 - $699,911
-17,679 Reduced 43.32%
23,131 $880,000
Q4 2024

Jan 22, 2025
BUY
$36.85 - $39.99 $1.1 Million - $1.19 Million
29,862 Added 272.76%
40,810 $1.51 Million
Q3 2024

Oct 25, 2024
BUY
$35.03 - $37.94 $383,508 - $415,367
10,948 New
10,948 $415,000

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
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