Steward Partners Investment Advisory, LLC Putnam ETF Tr Putnam Focused L Transaction History

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 274,544 shares of PVAL stock, worth $11.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

274,544

Previous 221,810 23.77%

Holding current value

$11.6 Million

Previous $8.45 Million 30.76%

% of portfolio

0.09%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$33.6 - $40.23 $1.77 Million - $2.12 Million	52,734 Added 23.77%	274,544 $11 Million
Q1 2025 May 13, 2025	BUY	$36.8 - $39.59 $4.87 Million - $5.24 Million	132,333 Added 147.9%	221,810 $8.45 Million
Q4 2024 Feb 06, 2025	BUY	$36.85 - $39.99 $1.78 Million - $1.93 Million	48,293 Added 117.26%	89,477 $3.32 Million
Q3 2024 Nov 14, 2024	BUY	$35.03 - $37.94 $951,730 - $1.03 Million	27,169 Added 193.86%	41,184 $1.56 Million
Q2 2024 Aug 08, 2024	BUY	$34.2 - $36.59 $410,913 - $439,628	12,015 Added 600.75%	14,015 $508,000
Q4 2023 Feb 12, 2024	BUY	$27.76 - $31.63 $55,520 - $63,260	2,000 New	2,000 $63,000

Others Institutions Holding PVAL

# of Institutions

183

Shares Held

82.1M

Call Options Held

Put Options Held

455K

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

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Steward Partners Investment Advisory, LLC Putnam ETF Tr Putnam Focused L Transaction History