A detailed history of Synergy Asset Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Synergy Asset Management, LLC holds 9,971 shares of PVAL stock, worth $395,150. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,971
Holding current value
$395,150
% of portfolio
0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$35.03 - $37.94 $349,284 - $378,299
9,971 New
9,971 $378,000
Q2 2023

Aug 02, 2023

BUY
$26.83 - $29.38 $3.27 Million - $3.58 Million
122,001 New
122,001 $3.58 Million

Others Institutions Holding PVAL

About PUTNAM ETF TR PUTNAM FOCUSED L


  • Ticker PVAL
More about PVAL
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.