Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Stone Crest Wealth Management, Inc.

  • $228 Billion
  • Q3 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 185,774 shares of PVAL stock, worth $8.12 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
185,774
Previous 182,199 1.96%
Holding current value
$8.12 Million
Previous $7.33 Billion 8.27%
% of portfolio
3.48%
Previous 3.49%

Shares

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

Oct 23, 2025
BUY
$39.93 - $42.72 $142,749 - $152,724
3,575 Added 1.96%
185,774 $7.94 Billion
Q2 2025

Jul 15, 2025
BUY
$33.6 - $40.23 $101,404 - $121,414
3,018 Added 1.68%
182,199 $7.33 Billion
Q1 2025

Apr 11, 2025
BUY
$36.8 - $39.59 $159,969 - $172,097
4,347 Added 2.49%
179,181 $6.82 Billion
Q4 2024

Jan 15, 2025
BUY
$36.85 - $39.99 $390,646 - $423,933
10,601 Added 6.45%
174,834 $6.49 Billion
Q3 2024

Oct 08, 2024
BUY
$35.03 - $37.94 $5.75 Million - $6.23 Million
164,233 New
164,233 $6.23 Billion

Others Institutions Holding PVAL

# of Institutions
203
Shares Held
97.6M
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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