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

Tempus Wealth Planning, LLC

  • $386 Million
  • Q4 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 67,236 shares of PVAL stock, worth $2.94 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
67,236
Previous 65,336 2.91%
Holding current value
$2.94 Million
Previous $2.79 Million 5.23%
% of portfolio
0.76%
Previous 0.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$41.58 - $44.36 $79,002 - $84,284
1,900 Added 2.91%
67,236 $2.94 Million
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
212
Shares Held
99.9M
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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