Tempus Wealth Planning, LLC Putnam ETF Tr Putnam Focused L Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 65,336 shares of PVAL stock, worth $2.85 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

65,336

Previous 64,930 0.63%

Holding current value

$2.85 Million

Previous $2.61 Million 6.85%

% of portfolio

0.72%

Previous 0.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$39.93 - $42.72 $16,211 - $17,344	406 Added 0.63%	65,336 $2.79 Million
Q2 2025 Jul 16, 2025	SELL	$33.6 - $40.23 $1.5 Million - $1.79 Million	-44,590 Reduced 40.71%	64,930 $2.61 Million
Q1 2025 May 06, 2025	BUY	$36.8 - $39.59 $73,600 - $79,180	2,000 Added 1.86%	109,520 $4.17 Million
Q4 2024 Jan 24, 2025	BUY	$36.85 - $39.99 $3.96 Million - $4.3 Million	107,520 New	107,520 $3.99 Million

Others Institutions Holding PVAL

# of Institutions

202

Shares Held

97.5M

Call Options Held

Put Options Held

455K

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Tempus Wealth Planning, LLC Putnam ETF Tr Putnam Focused L Transaction History